Merideth L. Gurall signed St. Mary's Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
St. Mary's Bank's EIN is 02-0187390.
Download the official 2024 Form 5500 (PDF) for St. Mary's Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)St. Mary's 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 |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $69K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2030 Fund " | Other securities | — | — | $5.3M | 22.1% | |
| Blackrock Lifepath Index 2040 Fund " | Other securities | — | — | $3.4M | 14.1% | |
| Vanguard Growth Index Instl Fund " | Mutual Funds | — | — | $2.1M | 8.8% | |
| Blackrock Lifepath Index Retirement K Fund " | Other securities | — | — | $1.7M | 7.1% | |
| Trustee Lifestyle Aggressive Fund " | Other securities | — | — | $1.7M | 7.1% | |
| CUNA MUT LIFESTYLE AGGR CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 005 | Common Collective Trust | — | — | $1.7M | 7.1% | |
| Blackrock Lifepath Index 2050 Fund " | Other securities | — | — | $1.7M | 7.0% | |
| Blackrock Lifepath Index 2035 Fund " | Other securities | — | — | $1.2M | 5.1% | |
| CMFG Stable Value 201 Guaranteed account | Stable Value | — | — | $989K | 4.2% | |
| Blackrock Lifepath Index 2060 Fund " | Other securities | — | — | $955K | 4.0% | |
| Blackrock Lifepath Index 2055 Fund " | Other securities | — | — | $895K | 3.8% | |
| Vanguard Extended Market Index Instl Plus 1860 Fun " | Mutual Funds | — | — | $724K | 3.0% | |
| Vanguard Institutional Index Fund " | Common Collective Trusts | — | — | $623K | 2.6% | |
| Blackrock Lifepath Index 2045 Fund " | Other securities | — | — | $600K | 2.5% | |
| Vanguard Value Index I Fund " | Mutual Funds | — | — | $502K | 2.1% | |
| Trustee Lifestyle Moderate Fund " | Other securities | — | — | $403K | 1.7% | |
| CUNA MUT LIFESTYLE MOD CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 004 | Common Collective Trust | — | — | $403K | 1.7% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $315K | 1.3% | |
| Vanguard Total Bond Market Index Instl Fund " | Mutual Funds | — | — | $265K | 1.1% | |
| Blackrock Lifepath Index 2065 Fund Mutual fund | Other securities | — | — | $169K | 0.7% | |
| Trustee Lifestyle Conservative Fund " | Other securities | — | — | $144K | 0.6% | |
| CUNA MUT LIFESTYLE CONS CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 003 | Common Collective Trust | — | — | $144K | 0.6% | |
| Vanguard FTSE All World ex U.S. Index Instl Fund " | Mutual Funds | — | — | $131K | 0.6% | |
| Trustee Diversified Equity Fund Common collective trust | Common Collective Trusts | — | — | $79K | 0.3% | |
| CUNA MUTUAL DIVERS EQUITY CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 001 | Common Collective Trust | — | — | $79K | 0.3% | |
| CUNA MUT LIFESTYLE INCOME CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 002 | Common Collective Trust | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
