Tricia Brooks signed Norway Savings Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Norway Savings Bank's EIN is 01-0130870.
Download the official 2024 Form 5500 (PDF) for Norway Savings Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Norway Savings Bank'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $39K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $7.0M | 12.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $6.8M | 12.4% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $5.2M | 9.5% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $3.5M | 6.4% | |
| MFS MOD ALLOC - R4 | Registered Investment Companies | — | — | $3.1M | 5.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $3.1M | 5.5% | |
| HARTFORD DIVIDEND & GROWTH R6 | Registered Investment Companies | — | — | $2.9M | 5.2% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $2.5M | 4.5% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 3.9% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 3.6% | |
| MFS GRTH ALLOC R4 | Registered Investment Companies | — | — | $1.8M | 3.3% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.6M | 2.9% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $1.3M | 2.3% | |
| MFS CONS ALLOC - R4 | Registered Investment Companies | — | — | $1.1M | 2.0% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 1.8% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $921K | 1.7% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $904K | 1.6% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $900K | 1.6% | |
| MFS AGG GRTH ALLOC - R4 | Registered Investment Companies | — | — | $808K | 1.5% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $778K | 1.4% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $713K | 1.3% | |
| PIONEER BOND FUND - K | Registered Investment Companies | — | — | $648K | 1.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $533K | 1.0% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $515K | 0.9% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $436K | 0.8% | |
| EV ATLANTA CAPITAL SMID CAP R6 | Registered Investment Companies | — | — | $361K | 0.7% | |
| PRI GLBL REAL ESTATE SEC R6 | Registered Investment Companies | — | — | $264K | 0.5% | |
| MFS RESEARCH INTERNATIONAL R6 | Registered Investment Companies | — | — | $240K | 0.4% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $152K | 0.3% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $94K | 0.2% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $90K | 0.2% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $59K | 0.1% | |
| NUVEEN LARGE CAP RESP EQ R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $30K |
| — |
