Thomas Forese, Jr. signed Rollstone Bank and Trust's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rollstone Bank and Trust's EIN is 04-1328870.
Download the official 2024 Form 5500 (PDF) for Rollstone Bank and Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rollstone Bank and Trust's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SBERA COMMON COLLECTIVE TRUST SBERA · EIN 04-2004337 / PN 001 | Common Collective Trust | — | — | $18.8M | 98.6% | |
| Participant Loans Notes with per annum interest rate ranging from 4.25% to 9.50% - 0 - | Bonds / Notes | — | — | $271K | 1.4% |
