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Bank of Rockbridge, Total Fiduciary and Related Assets

2007-03-31Rank
Fiduciary powers granted$02,453
Fiduciary power exercised$01,815
Fiduciary or related activity$01,720
Total fiduciary and related assets$0450
Managed Assets ($)$0427
Personal trust and agency accounts, managed assets$0415
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0324
Employee benefit-defined benefit accounts, managed assets$0244
Other employee benefit and retirement-related accounts, managed assets$0374
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$0386
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0424
Personal trust and agency accounts, non-managed assets$0350
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0332
Employee benefit-defined benefit accounts, non-managed Assets$0173
Other retirement accounts, non-managed assets$0340
Corporate trust and agency accounts, non-managed assets$0184
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0120
Memoranda
Custody and safekeeping accounts, non-managed assets$0401
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-12-31Rank
Fiduciary powers granted$02,464
Fiduciary power exercised$01,827
Fiduciary or related activity$01,740
Total fiduciary and related assets$01,730
Managed Assets ($)$01,624
Personal trust and agency accounts, managed assets$01,568
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0706
Employee benefit-defined benefit accounts, managed assets$0424
Other employee benefit and retirement-related accounts, managed assets$0788
Corporate trust and agency accounts, managed assets$0276
Investment management and investment advisory agency accounts, managed assets$0891
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0286
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,321
Personal trust and agency accounts, non-managed assets$0983
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0653
Employee benefit-defined benefit accounts, non-managed Assets$0258
Other retirement accounts, non-managed assets$0853
Corporate trust and agency accounts, non-managed assets$0383
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$0947
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA