Stephen Johannessen signed The Cape COD Five Cents Savings Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Cape COD Five Cents Savings Bank's EIN is 04-1149070.
Download the official 2024 Form 5500 (PDF) for The Cape COD Five Cents Savings Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Cape COD Five Cents Savings Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $64K | — |
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 | |||
|---|---|---|---|
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOLF & COMPANY, P.C. | 04-2689883 | — | ACCOUNTANT/AUDITOR | $18K | — |
