Steven Przybyl signed Financial Institutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Financial Institutions, Inc.'s EIN is 16-0816610.
Download the official 2024 Form 5500 (PDF) for Financial Institutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Financial Institutions, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $69K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund 441,187 shares | Mutual Funds | — | — | $10.6M | 14.9% | |
| Vanguard Target Retirement 2030 Fund 258,791 shares | Mutual Funds | — | — | $9.8M | 13.8% | |
| Vanguard Target Retirement 2025 Fund 478,777 shares | Mutual Funds | — | — | $8.9M | 12.6% | |
| Vanguard Target Retirement 2040 Fund 125,822 shares | Mutual Funds | — | — | $5.4M | 7.7% | |
| Vanguard 500 Index Fund Admiral Shares 8,750 shares | Common Collective Trusts | — | — | $4.7M | 6.7% | |
| Vanguard Target Retirement 2045 Fund 155,796 shares | Mutual Funds | — | — | $4.6M | 6.5% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $3.9M | 5.5% | |
| Vanguard Target Retirement 2050 Fund 73,935 shares | Mutual Funds | — | — | $3.7M | 5.2% | |
| Vanguard Target Retirement Income 278,424 shares | Mutual Funds | — | — | $3.6M | 5.1% | |
| Vanguard Target Retirement 2020 Fund 136,118 shares | Mutual Funds | — | — | $3.6M | 5.1% | |
| Fidelity Large Cap Growth Index Fund 51,876 shares | Common Collective Trusts | — | — | $2.0M | 2.9% | |
| Financial Institutions, Inc. Company Stock 73,786 shares | Common Stocks | — | — | $2.0M | 2.8% | |
| Vanguard Target Retirement 2055 Fund 29,862 shares | Mutual Funds | — | — | $1.7M | 2.3% | |
| Vanguard Small-Cap Index Fund Admiral Shares 11,016 shares | Common Collective Trusts | — | — | $1.3M | 1.8% | |
| Vanguard Mid-Cap Index Fund Admiral Shares 3,555 shares | Common Collective Trusts | — | — | $1.2M | 1.6% | |
| Vanguard Target Retirement 2060 Fund 16,765 shares | Mutual Funds | — | — | $859K | 1.2% | |
| Notes receivable from participants 5.25% - 10.5%, due through 2039 | Bonds / Notes | — | — | $751K | 1.1% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shr 18,989 shares | Common Collective Trusts | — | — | $698K | 1.0% | |
| American Funds EuroPacific Growth Fund; Class R-6 10,535 shares | Mutual Funds | — | — | $566K | 0.8% | |
| Baird Core Plus Bond Fund; Institutional Class 35,324 shares | Other securities | — | — | $354K | 0.5% | |
| Vanguard Target Retirement 2065 Fund 6,342 shares | Mutual Funds | — | — | $213K | 0.3% | |
| Putnam Large Cap Value Fund; Class R6 5,814 shares | Mutual Funds | — | — | $201K | 0.3% | |
| Vanguard Total Bond Market Index Fund Admiral Shares 13,399 shares | Common Collective Trusts | — | — | $127K | 0.2% | |
| Vanguard Federal Money Market Fund 63,401 shares | Mutual Funds | — | — | $63K | <0.1% | |
| Vanguard FTSE All-World ex-US Index Fund Admiral Shares 999 shares | Common Collective Trusts | — | — | $36K | <0.1% | |
| Vanguard Target Retirement 2070 Fund 198 shares | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
