Original filing (PDF)20250730144704NAL0010666946001

CAPE ANN SAVINGS BANK

Name: CAPE ANN SAVINGS BANK — SBERA 401(K) PLAN AS ADOPTED BY CAPE ANN SAVINGS, Form 5500 (2024)
Creator: CAPE ANN SAVINGS BANK

Form 5500

FILING_RECEIVED

SBERA 401(K) PLAN AS ADOPTED BY CAPE ANN SAVINGS

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPE ANN SAVINGS BANK.

Plan sponsor

Name

CAPE ANN SAVINGS BANK

EIN

04-1148820

Address

109 MAIN STREET · GLOUCESTER, MA · 01930

Phone

(978) 283-0246

Industry

Finance & Insurancesee all

Plan administrator

Name

NRS, LLC

EIN

81-5140646

City

WOBURN, MA

Phone

(781) 938-6559

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $12.3M

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
SBERA COMMON COLLECTIVE TRUST SBERA · EIN 04-2004337 / PN 001	Common Collective Trust	$12.3M	100.0%

1–1 of 1

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