Roberta Murphy signed Associated Community Bancorp., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Associated Community Bancorp., Inc.'s EIN is 06-1566088.
Download the official 2024 Form 5500 (PDF) for Associated Community Bancorp., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Associated Community Bancorp., Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $500 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 83,236 Fidelity Contrafund | Mutual Funds | — | — | $1.8M | 14.4% | |
| Fidelity Investments 90,797 Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $1.2M | 10.2% | |
| Fidelity Investments 53,450 Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $938K | 7.7% | |
| Fidelity Investments 4,471 Fidelity 500 Index Fund | Common Collective Trusts | — | — | $913K | 7.5% | |
| Fidelity Investments 35,865 Fidelity Puritan Fund | Mutual Funds | — | — | $891K | 7.3% | |
| Fidelity Investments 843,670 Fidelity Government Money Market Fund | Mutual Funds | — | — | $844K | 7.0% | |
| Fidelity Investments 34,326 Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $493K | 4.1% | |
| Fidelity Investments 9,922 Fidelity Low-Priced Stock Fund | Mutual Funds | — | — | $404K | 3.3% | |
| Fidelity Investments 28,663 Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $386K | 3.2% | |
| Fidelity Investments 1 Fidelity GNMA Fund 5 * Fidelity Investments 53,979 Fidelity Investment Grade Bond Fund | Agency / Mortgage-Backed | — | — | $382K | 3.1% | |
| Fidelity Investments 27,015 Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $376K | 3.1% | |
| Janus Henderson 2,667 Janus Henderson Enterprise Fund T Shares | Mutual Funds | — | — | $372K | 3.1% | |
| Fidelity Investments 27,570 Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $319K | 2.6% | |
| Fidelity Investments 10,308 Fidelity Equity Dividend Income Fund | Mutual Funds | — | — | $290K | 2.4% | |
| Fidelity Investments 17,796 Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $279K | 2.3% | |
| Fidelity Investments 21,030 Fidelity Freedom Income Fund | Mutual Funds | — | — | $222K | 1.8% | |
| Columbia 6,254 Columbia Dividend Income Fund Institutional Class | Other securities | — | — | $206K | 1.7% | |
| Baird 19,107 Baird Core Plus Bond Fund Class Investor | Other securities | — | — | $201K | 1.7% | |
| T. Rowe Price 1,013 T. Rowe Price Blue Chip Growth Fund Advisor Class | Other securities | — | — | $182K | 1.5% | |
| Vanguard 9,724 Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $149K | 1.2% | |
| Fidelity Investments 3,397 Fidelity Emerging Markets Fund | Mutual Funds | — | — | $129K | 1.1% | |
| Fidelity Investments 4,580 Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $127K | 1.0% | |
| Fidelity Investments 8,743 Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $119K | 1.0% | |
| Fidelity Investments 1,562 Fidelity Disciplined Equity Fund | Mutual Funds | — | — | $105K | 0.9% | |
| Virtus 6,737 Virtus Ceredex Mid-Cap Value Equity Fund Class I | Other securities | — | — | $81K | 0.7% | |
| Fidelity Investments 4,740 Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $69K | 0.6% | |
| Fidelity Investments 4,063 Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $64K | 0.5% | |
| PIMCO 5,106 PIMCO Real Return Fund | Mutual Funds | — | — | $51K | 0.4% | |
| Notes receivable from participants Interest rates ranging from 5.00% to 9.50% | Bonds / Notes | — | — | $50K | 0.4% | |
| Fidelity Investments 304 Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $28K | 0.2% | |
| Touchstone 224 Touchstone Large Cap Focused A | Other securities | — | — | $16K | 0.1% | |
| Fidelity Investments 1,083 Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $14K | 0.1% | |
| Vanguard 573 Vanguard Inflation-Protected Securities Fund Admiral Shares | Mutual Funds | — | — | $13K | 0.1% | |
| Fidelity Investments 1,256 Fidelity Capital & Income Fund | Mutual Funds | — | — | $13K | 0.1% | |
| Fidelity Investments 1,102 Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $13K | 0.1% | |
| Oakmark 467 Oakmark International Fund Class I | Other securities | — | — | $12K | <0.1% | |
| Cohen and Steers Realty 176 Cohen and Steers Realty Shares Fund Class L | Other securities | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
