Tri City Bankshares 401(k) match, vesting and fees
What Tri City Bankshares' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Tri City Bankshares: employer contribution per participant | $2,752 | |
| Peer median | $2,868 |
| Tri City Bankshares: average balance | $100,409 | |
| Peer median | $95,281 |
| Tri City Bankshares: admin expenses ÷ assets | 0.33% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $35.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 436 | $35.4M | $971K | $2,752 | 0.33% | Not published | Form 5500 ↗ |
Other Tri City Bankshares plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Tri City National Bank 401(k) Retirement Saving Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Tri City Bankshares match 401(k) contributions?
The match terms for the Tri City National Bank 401(k) Retirement Saving Plan have not been published from its filing yet. The plan year 2024 filing reports $971K in employer contributions, about $2,752 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tri City Bankshares 401(k) match vested?
The vesting schedule for the Tri City National Bank 401(k) Retirement Saving Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tri City Bankshares 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Tri City Bankshares Corporation.
I left Tri City Bankshares. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tri City Bankshares Corporation, (414) 325-1168) or the recordkeeper, Transamerica Retirement Solutions. The Tri City Bankshares old 401(k) page lists the contacts from every plan filing. Find an old Tri City Bankshares 401(k)
Data from the public Form 5500 annual reports Tri City Bankshares filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Tri City Bankshares. Not financial advice. Report a correction · Methodology