Alison Dipaola signed Bar Harbor Bankshares' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bar Harbor Bankshares' EIN is 01-0393663.
Download the official 2024 Form 5500 (PDF) for Bar Harbor Bankshares from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bar Harbor Bankshares' 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OPS | 20-8746829 | — | NONE | $54K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard | Mutual Funds | — | — | $11.5M | 18.3% | |
| Vanguard | Mutual Funds | — | — | $6.8M | 10.8% | |
| Vanguard | Mutual Funds | — | — | $6.3M | 10.1% | |
| Bar Harbor Bankshares | Other securities | — | — | $4.5M | 7.1% | |
| Vanguard | Mutual Funds | — | — | $4.0M | 6.4% | |
| Vanguard | Mutual Funds | — | — | $3.4M | 5.5% | |
| Vanguard | Mutual Funds | — | — | $3.2M | 5.2% | |
| Vanguard | Mutual Funds | — | — | $3.1M | 5.0% | |
| Vanguard | Mutual Funds | — | — | $2.5M | 4.0% | |
| Vanguard | Mutual Funds | — | — | $2.0M | 3.2% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $2.0M | 3.2% | |
| Vanguard | Mutual Funds | — | — | $1.9M | 3.1% | |
| Vanguard | Mutual Funds | — | — | $1.9M | 3.0% | |
| Vanguard | Mutual Funds | — | — | $1.6M | 2.6% | |
| Vanguard | Mutual Funds | — | — | $1.4M | 2.3% | |
| Vanguard | Mutual Funds | — | — | $1.3M | 2.1% | |
| Lord Abbett | Mutual Funds | — | — | $1.2M | 1.9% | |
| Fidelity | Mutual Funds | — | — | $1.0M | 1.7% | |
| Vanguard | Mutual Funds | — | — | $1.0M | 1.6% | |
| Vanguard | Mutual Funds | — | — | $1.0M | 1.6% | |
| Vanguard | Mutual Funds | — | — | $811K | 1.3% | |
| Participant Loans | Participant loans | — | — | $636K | 1.0% | |
| Goldman Sachs | Other securities | — | — | $549K | 0.9% | |
| Vanguard | Mutual Funds | — | — | $401K | 0.6% | |
| Vanguard | Mutual Funds | — | — | $178K | 0.3% | |
| PIMCO | Mutual Funds | — | — | $79K | 0.1% | |
| Morgan Stanley | Other securities | — | — | $47K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $46K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $39K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $30K | <0.1% | |
| Eaton Vance | Other securities | — | — | $14K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $8K | <0.1% | |
| Black Rock | Other securities | — | — | $7K | <0.1% | |
| Northern World | Other securities | — | — | $158 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
