Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Liberty Bank & Trust Company
EIN 72-0719924bankingLatest filing 2025
Plans
2
Retirement
2
$11.0M assets
Health & Benefits
0
Participants
217
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.0M assets / 217 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$8.1M
Participants40
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
LIBERTY BANK & TRUST 2022 EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.8M
Participants177
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $8.1M | 40 | 2025 |
| #003 | LIBERTY BANK & TRUST 2022 EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.8M | 177 | 2025 |
- #001 · ESOP · 202540
- #003 · ESOP · 2025177
Retirement plans