Thomas Forese, Jr. signed Avidia Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Avidia Bank's EIN is 04-3395834.
Download the official 2024 Form 5500 (PDF) for Avidia Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Avidia Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | — | — | $48.5M | 98.5% | |
| Participant Loans Notes with per annum interest rates ranging from 4.25% to 9.50% - 0 - | Bonds / Notes | — | — | $732K | 1.5% |
