401(k) retirement plan · State Bankshares, Inc.'s State Bankshares 401(k) Profit Sharing Plan held $319.4M in plan assets for 1,878 participants in 2024.
Active participants
1,878
Accounts w/ balance
2,033
Plan assets (EOY)
$319.4M
Net assets (EOY)
$319.4M
How this plan invests
This plan
17 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
Top-tier plan health
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.
Compliance & integrity
100
Total plan cost
92
Plan health
56
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).
Helping the score
Below-peer total plan cost (89th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STATE BANKSHARES, INC..
26 direct securities · 17 pooled funds· $306.5M(96% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
