Tammy Julian signed PCSB Bank's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PCSB Bank's EIN is 14-0984880.
Download the official 2023 Form 5500 (PDF) for PCSB Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)PCSB 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 |
|---|---|---|---|---|---|
| PENTEGRA RETIREMENT TRUST | 11-1805969 | — | TRUSTEE | $94K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Federated Hermes Government Obligations Premier Share | Mutual Funds | — | $10.7M | $10.7M | 48.8% | |
| Vanguard Long-Term Investment Grade Fund Admiral Shares | Mutual Funds | — | $3.9M | $4.0M | 18.4% | |
| Vanguard Long-Term Bond ETF | Mutual Funds | — | $3.6M | $3.7M | 17.0% | |
| iShares Barclays 20 Plus Year Treasury Bond Fund | U.S. Treasuries | — | $3.4M | $3.5M | 15.9% | |
| DRZ VALUE EQUITY COLLECTIVE FUND PRT INVESTMENT PORTFOLIO · EIN 45-6755963 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
