Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
IVES BANK
EIN 86-3388610financial servicesLatest filing 2024
Plans
2
Retirement
2
$61.8M assets
Welfare
0
Participants
400
220 MAIN STREET - DANBURY, CT 06810203-743-3849ivesbank.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $61.8M assets / 400 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
SAVINGS BANK OF DANBURY TRUSTEED PENSION PLAN
TraditionalDB
Assets$36.0M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
IVES BANK SAVINGS PLAN
401k
Assets$25.8M
Participants253
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 | SAVINGS BANK OF DANBURY TRUSTEED PENSION PLAN | TraditionalDB | $36.0M | 147 | 2024 | |
| 002 | IVES BANK SAVINGS PLAN | 401k | $25.8M | 253 | 2024 |
Retirement plans