Christine Phillips signed Westfield Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Westfield Bank's EIN is 04-3305700.
Download the official 2024 Form 5500 (PDF) for Westfield Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Westfield Bank'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.4M | 13.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.5M | 9.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.1M | 8.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.7M | 7.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.5M | 5.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.4M | 5.1% | |
| Fid Lc Gr Index Fund | Common Collective Trusts | — | — | $2.4M | 5.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.1M | 4.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.9M | 4.0% | |
| Schwab Fund Us Lrg Cmp Indx Fd | Mutual Funds | — | — | $1.7M | 3.5% | |
| Western New England Bancorp, Inc. Common Stock | Common Stocks | — | — | $1.6M | 3.4% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | — | $1.6M | 3.3% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $1.4M | 3.0% | |
| Fidelity Small Cap Grwth K6 Fd | Mutual Funds | — | — | $1.4M | 2.9% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.2M | 2.5% | |
| Carillon Eagle Midcagwth R6 Fd | Other securities | — | — | $1.2M | 2.4% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $1.0M | 2.1% | |
| Victory Sycamore Est Val R6 Fd | Other securities | — | — | $965K | 2.0% | |
| Dfa Us Targeted Value I Fund | Mutual Funds | — | — | $792K | 1.6% | |
| Notes receivable from participants | Other securities | — | — | $786K | 1.6% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $685K | 1.4% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $598K | 1.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $560K | 1.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $470K | 1.0% | |
| Am Fds Bd Fd Of Am R6 Fd | Other securities | — | — | $458K | 1.0% | |
| Fidelity Us Bond Index Fund | Common Collective Trusts | — | — | $380K | 0.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $329K | 0.7% | |
| Vanguard Fed Money Mrkt Inv Fd | Mutual Funds | — | — | $44K | <0.1% | |
| Gqg Ptrs Emg Mkts Eqty R6 Fd | Other securities | — | — | $42K | <0.1% | |
| Cohen & Steers Realty Sh Fund | Other securities | — | — | $35K | <0.1% | |
| Vanguard Balncd Index Admrl Fd | Mutual Funds | — | — | $26K | <0.1% | |
| Vanguard St Bond Idx Adm Fd | U.S. Treasuries | — | — | $22K | <0.1% | |
| Pimco Income Institutional Fd | Mutual Funds | — | — | $6K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $191 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | INVESTMENT ADVISORY | $30K | — |
