Thomas Forese, Jr. signed Shoreham Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shoreham Bank's EIN is 05-0348208.
Download the official 2024 Form 5500 (PDF) for Shoreham Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shoreham Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | — | — | $19.7M | 99.0% | |
| Participant Loans Notes with per annum interest rates ranging from 4.25% to 9.50% - 0 - | Bonds / Notes | — | — | $192K | 1.0% |
