Mark Pitkin, President , CEO signed Sugar River Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sugar River Bank's EIN is 02-0195180.
Download the official 2024 Form 5500 (PDF) for Sugar River Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sugar River Bank's plan includes a defined-benefit pension formula.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| FIAM INTERMEDIATE DURATION POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 014 | Common Collective Trust | $3.5M | 38.4% |
| FIAM CORPORATE A OR BETTER FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 103 | Common Collective Trust | $3.3M | 36.4% |
| FIAM 8-10 YEAR CORPORATE BOND FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 155 | Common Collective Trust | $2.3M | 25.1% |
