Katahdin Trust Company 401(k) Plan: Login, Facts & Contact Information

Katahdin Trust Company 401(k) Plan Facts

Plan name
KATAHDIN TRUST COMPANY 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
KATAHDIN TRUST COMPANY
Participants
206 (175 active employees)
Former employees with a balance
34
Plan assets
$24,338,643 at Dec 31, 2024
Average account balance
$121,088 across 201 accounts
Employer contributions
$463,704 in plan year 2024 (33% of all contributions)
Recordkeeper
Empower Annuity Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1990
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 1, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.42 million went into the plan in contributions, $463,704 of it from the employer (33%).
  • $2.19 million was paid out to participants.
  • Investment and other income added $3.26 million.
  • Administrative expenses were $105,210, about $523 per account.

How the Katahdin Trust Company 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019235$16.0 million$366,596$931,207
2020200$18.7 million$372,622$1.15 million
2021203$22.0 million$396,931$691,647
2022205$18.9 million$420,562$985,261
2023246$21.9 million$438,386$1.46 million
2024206$24.3 million$463,704$2.19 million

Katahdin Trust Company 401(k) Contact Information

Phone
207-521-3280
Mailing address
20 KATAHDIN LANE, HOULTON ME 04730
Plan sponsor
KATAHDIN TRUST COMPANY
Employer identification number (EIN)
01-0099500
Plan number
002

Questions about the Katahdin Trust Company 401(k)

Does Katahdin Trust Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $463,704, 33% of all contributions.

Does the Katahdin Trust Company 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Katahdin Trust Company 401(k) plan?

206 participants at the start of plan year 2024, 175 of them active employees, and 34 former employees who still had money in the plan.

What is the average 401(k) balance at Katahdin Trust Company?

About $121,088 per account: $24.3 million in plan assets across 201 accounts with a balance at the end of plan year 2024.

Who manages the Katahdin Trust Company 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Katahdin Trust Company. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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