Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CITIZENS BANK OF ADA
EIN 73-0756268bankingLatest filing 2024
Plans
2
Retirement
2
$13.2M assets
Welfare
0
Participants
108
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.2M assets / 108 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CITIZENS BANK OF ADA PROFIT SHARING PLAN
ProfitSharing
Assets$10.7M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CITIZENS BANK OF ADA 401(K) EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.6M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CITIZENS BANK OF ADA PROFIT SHARING PLAN | ProfitSharing | $10.7M | 60 | 2024 | |
| 003 | CITIZENS BANK OF ADA 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.6M | 48 | 2024 |
Retirement plans