· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KATAHDIN TRUST COMPANY — KATAHDIN TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251007085356NAL0004343697001
KATAHDIN TRUST COMPANY
Form 5500
FILING_RECEIVED
KATAHDIN TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holding
No recordkeeper disclosed
Active participants
179
Accounts w/ balance
223
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.0M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KATAHDIN TRUST COMPANY
.
Find decision makers
Plan sponsor
Name
KATAHDIN TRUST COMPANY
EIN
01-0099500
Address
20 KATAHDIN LANE · HOULTON, ME · 047303574
Phone
(855) 331-3221
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $50K
(2% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Katahdin Trust Company Interest bearing cash
—
—
$50K
$50K
2.3%
Related plans
Similar-size Finance & Insurance plans
DAYSPRING BANK
DAYSPRING BANK OMAHA 401(K) P/S PLAN
$2.2M · 38 participants
BANK MICHIGAN
BANK MICHIGAN 401(K) PLAN
$2.2M · 46 participants
GATEWAY BANK, F.S.B
GATEWAY BANK 401(K) PLAN
$2.2M · 30 participants
RIVERVIEW BANCORP, INC.
RIVERVIEW BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$2.3M · 185 participants
AUBURN SAVINGS BANK, FSB
AUBURN SAVINGS BANK, FSB 401(K) PLAN
$2.2M · 16 participants
100
Knocking points off
Top holding "Katahdin Trust Company Interest bearing cash" is 100% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
COUNCIL ON COMPETITIVENESS
COUNCIL ON COMPETITIVENESS 403(B) RETIREMENT PLAN
$2.2M · 6 participants
Large plans in Maine
AHOLD DELHAIZE USA SERVICES, LLC
AHOLD DELHAIZE USA SERVICES AND AFFILIATES DEFINED CONTRIBUTION PLANS MASTER TRUST
$6.9B
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
UNUM GROUP
UNUM GROUP 401K RETIREMENT PLAN
$2.5B · 9,413 participants
MAINEHEALTH SERVICES
MAINEHEALTH 403(B) RETIREMENT PLAN
$2.5B · 23,826 participants
UNUM GROUP
UNUM GROUP PENSION PLAN
$1.4B · 2,680 participants
IDEXX LABORATORIES, INC.
IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN
$1.2B · 6,742 participants
