Brian Ballute signed SACO & Biddeford Savings Institution's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SACO & Biddeford Savings Institution's EIN is 01-0153690.
Download the official 2024 Form 5500 (PDF) for SACO & Biddeford Savings Institution from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SACO & Biddeford Savings Institution's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $28.9M | 97.6% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.0% |
