How big is Itasca Bank & Trust Co.'s plan?

Itasca Bank & Trust Co.'s plan reported $17.8M in assets and 99 participants for 2025.

Original filing (PDF)20260504100224NAL0003985889001

Itasca Bank & Trust Co.

Name: Itasca Bank & Trust Co. — Itasca Bank & Trust Co., Form 5500 (2025)
Creator: Itasca Bank & Trust Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Itasca Bank & Trust Co. 401(k) Plan

401(k) retirement plan · Itasca Bank & Trust Co.'s Itasca Bank & Trust Co. 401(k) Plan held $17.8M in plan assets for 99 participants in 2025.

Active participants

Accounts w/ balance

112

Plan assets (EOY)

$17.8M

Net assets (EOY)

$17.8M

People on this filing

MARC Defauw signed Itasca Bank & Trust Co.'s 2025 Form 5500 as plan administrator.

MARC Defauw — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Itasca Bank & Trust Co.'s EIN is 36-2104540.

EIN 36-2104540

Plan number 001

Plan year 2025

ACK ID 20260504100224NAL0003985889001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Itasca Bank & Trust Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Itasca Bank & Trust Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score