Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UBT BANCSHARES, INC
EIN 73-1684072Management of Companies and EnterprisesLatest filing 2024
Plans
2
Retirement
2
$25.4M assets
Welfare
0
Participants
255
823 BROADWAY - MARYSVILLE, KS 66508785-562-2333
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $25.4M assets / 255 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
55%top
- (Not disclosed)55%
- RAYMOND JAMES FINANCIAL SERVICES45%
Participants 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
UBT BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$13.9M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UBT BANCSHARES, INC. PROFIT SHARING/401(K) PLAN AND TRUST
401k
Assets$11.4M
Participants125
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 | UBT BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $13.9M | 130 | 2024 | |
| 002 | UBT BANCSHARES, INC. PROFIT SHARING/401(K) PLAN AND TRUST | 401k | $11.4M | 125 | 2024 |
Retirement plans