# Carrollton Bank 401(k) Plan
Source: https://planprovider.pro/companies/carrollton-bank-401k-plan

> Carrollton Bank's 401(k) plan: 299 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carrollton Bank

- **Sponsor EIN:** 370207180

- **Sponsor Address:** 315 SIXTH ST. PO BOX 232, CARROLLTON, IL, 62016

- **Plan Type:** 401(k)

- **Total Participants:** 299

- **Total Assets:** $94.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|299|$94.2M|$4.3M|$2.9M|

| 2023|285|$83.8M|$4.0M|$2.9M|

| 2022|297|$73.5M|$4.0M|$2.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| SCHEFFEL AND COMPANY P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$254,988|$133,770|—|—|—|

| 2023|$237,457|$123,912|—|—|—|

| 2022|$235,466|$124,564|—|—|—|

## Similar Plans

- [Bank Of Springfield](https://planprovider.pro/companies/bank-of-springfield-401k-plan) — 302 participants

- [Illinois National Bancorp, INC.](https://planprovider.pro/companies/illinois-national-bancorp-inc-401k-plan) — 295 participants

- [Marquette Bank](https://planprovider.pro/companies/marquette-bank-plan-004) — 303 participants

- [West Suburban Bank](https://planprovider.pro/companies/west-suburban-bank-plan) — 317 participants

- [First Co Bancorp, INC.](https://planprovider.pro/companies/first-co-bancorp-inc-401k-plan) — 333 participants

- [Market Street Bancshares, INC.](https://planprovider.pro/companies/market-street-bancshares-inc-401k-plan) — 260 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carrollton-bank-401k-plan)

© 2026 PlanProvider.Pro