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Sponsor portfolio

WINTER PARK NATIONAL BANK

EIN 82-1914784-banking-Latest filing 2025
Plans
2
Retirement
2
$11.3M assets
Welfare
0
Participants
66
201 N. NEW YORK AVE, SUITE 100 - WINTER PARK, FL 32789407-853-7100wpnb.bankLinkedIn11-50 employeesbanking
Plans on this EIN
2 filings
#001ESOP-$8.5M - 32 part#002401k-$2.9M - 34 part

Retirement portfolio analytics

2 plans aggregated / $11.3M assets / 66 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • NATIONAL BANK ESOP (#001)75%
  • NATIONAL BANK 401(K) (#002)25%
Total $11.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NATIONAL BANK 401(K) (#002)34
  • NATIONAL BANK ESOP (#001)32
Total 66Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WINTER PARK NATIONAL BANK ESOP

ESOP

Assets$8.5M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

WINTER PARK NATIONAL BANK 401(K) PLAN

401k

Assets$2.9M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WINTER PARK NATIONAL BANK ESOPESOP$8.5M322025
002WINTER PARK NATIONAL BANK 401(K) PLAN401k$2.9M342024
Retirement plans
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