Jackie Baudro signed DIME Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DIME Bank's EIN is 06-0322790.
Download the official 2024 Form 5500 (PDF) for DIME Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DIME Bank's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | NONE | $89K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP, INC. | 06-1053228 | — | NONE | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | $3.3M | $6.2M | 12.9% | |
| Dodge & Cox Income Fund | Mutual Funds | — | $4.9M | $4.4M | 9.1% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | $2.4M | $4.3M | 8.8% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | $2.6M | $4.2M | 8.8% | |
| Vanguard Growth Index Fund Admiral | Common Collective Trusts | — | $2.0M | $3.8M | 7.9% | |
| Schwab Fundamental US Large Index Fund | Common Collective Trusts | — | $2.5M | $3.8M | 7.9% | |
| Blackrock High Yield Bond Institutional Shares | Other securities | — | $3.1M | $3.0M | 6.1% | |
| American Fund Bond Fund of America R6 | Other securities | — | $3.0M | $2.9M | 6.1% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | $2.7M | $2.5M | 5.1% | |
| PIMCO Diversified Income Fund Institutional Class | Mutual Funds | — | $2.5M | $2.5M | 5.1% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | $1.6M | $1.9M | 4.0% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | $1.7M | $1.5M | 3.1% | |
| Vanguard International Growth Admiral Class | Mutual Funds | — | $1.7M | $1.4M | 2.9% | |
| Blackrock Strat Incm Oppty Port Inst | Other securities | — | $988K | $986K | 2.0% | |
| PIMCO Real Return Fund Institutional Class | Mutual Funds | — | $1.1M | $979K | 2.0% | |
| Invesco Equally Weighted S&P 500 | Common Collective Trusts | — | $1.0M | $955K | 2.0% | |
| Charles Schwab Bank Schwab Bank Savings | Mutual Funds | — | $937K | $937K | 1.9% | |
| PIMCO RAE Emerging Markets A | Mutual Funds | — | $539K | $481K | 1.0% | |
| Schwab Fundamental International Large Index Fund | Common Collective Trusts | — | $461K | $481K | 1.0% | |
| DFA Emerging Markets Core Equity 2 Portfolio Institutional Class | Mutual Funds | — | $498K | $479K | 1.0% | |
| Dodge & Cox International Stock | Mutual Funds | — | $395K | $478K | 1.0% | |
| Charles Schwab Bank Un-invested cash | Mutual Funds | — | $56K | $56K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
