Emily Gayton signed Fairfield County Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fairfield County Bank's EIN is 06-0510330.
Download the official 2024 Form 5500 (PDF) for Fairfield County Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fairfield County 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company 52,412 shares T.Rowe Price Blue Chip Growth Fund (IS) | Common Stocks | — | — | $15.0M | 18.2% | |
| SA/T. ROWE PRICE EQUITY INCOME STRA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 265 | Pooled Separate Account | — | — | $12.6M | 15.3% | |
| Empower Annuity Insurance Company 365,888 shares Guaranteed Income Fund | Common Stocks | — | — | $11.2M | 13.6% | |
| Vanguard 14,460 shares Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $7.8M | 9.5% | |
| The American Funds Group 665,250 shares Capital Group EuroPacific Growth SA | Mutual Funds | — | — | $7.4M | 8.9% | |
| PGIM TOTAL RETURN BOND FUND (IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 814 | Pooled Separate Account | — | — | $6.3M | 7.6% | |
| T. ROWE US MID CAP GRW EQTY (IS PLT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 848 | Pooled Separate Account | — | — | $3.8M | 4.6% | |
| Vanguard 24,497 shares Vanguard Extended Market Idx Adm | Common Collective Trusts | — | — | $3.5M | 4.3% | |
| The American Funds Group 50,791 shares American Funds New Perspective R6 | Mutual Funds | — | — | $3.2M | 3.8% | |
| GSAM US SMALL CAP VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 274 | Pooled Separate Account | — | — | $2.8M | 3.4% | |
| MID CAP VALUE / INTEGRITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 441 | Pooled Separate Account | — | — | $1.8M | 2.2% | |
| Principal Global 93,878 shares Principal SmallCap Growth I R6 | Other securities | — | — | $1.4M | 1.7% | |
| The American Funds Group 22,550 shares American Funds New Economy R6 | Mutual Funds | — | — | $1.4M | 1.7% | |
| Notes receivable from participants Interest rates of 4.25% - 9.50% | Bonds / Notes | — | — | $1.1M | 1.4% | |
| PIMCO 78,015 shares PIMCO Real Return Instl | Mutual Funds | — | — | $778K | 0.9% | |
| Vanguard 5,274 shares Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $666K | 0.8% | |
| Vanguard 38,244 shares Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $363K | 0.4% | |
| Vanguard 11,126 shares Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $353K | 0.4% | |
| LARGE CAP GROWTH I FUND (PUTNAM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 274 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
