Robert M Hallett signed Passumpsic Savings Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Passumpsic Savings Bank's EIN is 03-0147560.
Download the official 2024 Form 5500 (PDF) for Passumpsic Savings Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Passumpsic 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 |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC | 16-1503696 | — | NONE | $58K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $23.0M | 89.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $1.8M | 7.0% | |
| [Assets held in participant loans] | Other | — | — | $55K | 0.2% |
