Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $67.7M assets / 140 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BUNNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $58.6M | 62 | 2025 |
| #001 | BUNNELL, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN | 401(k) | $9.1M | 78 | 2025 |