Natasha McCarthy signed Katahdin Trust Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Katahdin Trust Company's EIN is 01-0099500.
Download the official 2024 Form 5500 (PDF) for Katahdin Trust Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Katahdin Trust Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA | — | RALEIGH, NC | INVESTMENT ADVISOR | $69K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GROWTH (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $6.6M | 26.9% | |
| Vanguard 500 Index Admiral Mutual fund | Common Collective Trusts | — | — | $3.4M | 13.9% | |
| MODERATE (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $2.8M | 11.5% | |
| Fidelity Contrafund Mutual fund | Mutual Funds | — | — | $2.8M | 11.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.9M | 7.6% | |
| AGGRESSIVE (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $1.6M | 6.5% | |
| Vanguard Extended Market Index Admiral Mutual fund | Mutual Funds | — | — | $1.3M | 5.5% | |
| Blackrock Total Return K Mutual fund | Other securities | — | — | $686K | 2.8% | |
| CONSERVATIVE (MAP) FREEDOM 401K CLA GREAT GRAY · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $593K | 2.4% | |
| JPMorgan Mid Cap Value Fund Mutual fund | Other securities | — | — | $570K | 2.3% | |
| JHancock Disciplined Value R6 Mutual fund | Other securities | — | — | $373K | 1.5% | |
| MassMutual Mid Cap Growth I Mutual fund | Other securities | — | — | $348K | 1.4% | |
| Vanguard Total Bond Market Index Admiral Mutual fund | Mutual Funds | — | — | $329K | 1.4% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $238K | 1.0% | |
| American Beacon Small Cap Mutual fund | Other securities | — | — | $163K | 0.7% | |
| Vanguard Total Intl Stock Index Admiral Mutual fund | Mutual Funds | — | — | $132K | 0.5% | |
| Loomis Sayles Small Cap Growth N Mutual fund | Other securities | — | — | $120K | 0.5% | |
| INCOME (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $37K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
