Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUNDANCE STATE BANK
EIN 83-0149243bankingLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
87
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 87 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#002
SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.6M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SUNDANCE STATE BANK 401(K) PLAN
401k
Assets$93K
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.6M | 49 | 2025 | |
| 003 | SUNDANCE STATE BANK 401(K) PLAN | 401k | $93K | 38 | 2025 |
Retirement plans