AMY Roberts signed Peoplesbank's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Peoplesbank's EIN is 20-0262355.
Download the official 2023 Form 5500 (PDF) for Peoplesbank from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Peoplesbank's plan includes a defined-benefit pension formula.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SVCS, LLC DBA | — | WALTHAM, MA | INVESTMENT ADVISOR | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| MM S&P 500(R) INDEX R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $4.0M | 20.1% |
| MASSMUTUAL CORE BOND R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2.3M | 11.6% |
| AMERICAN FUNDS GROWTH FUND OF AMER AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2.2M | 11.0% |
| MASSMUTUAL SHORT DURATION BD R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2.1M | 10.4% |
| MFS VALUE R6 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $1.9M | 9.7% |
| FIDELITY ADVISOR STRATEGIC INCOME M FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $1.6M | 8.1% |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $1.1M | 5.7% |
| FIDELITY MID CAP INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $959K | 4.8% |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $782K | 3.9% |
| MASSMUTUAL SMALL CAP GR EQ R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $719K | 3.6% |
| FIDELITY TOTAL INTERNATIONAL INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $497K | 2.5% |
| MASSMUTUAL MID CAP GROWTH R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $486K | 2.5% |
| WELLS FARGO SPECIAL MID CAP VALUE A ALLSPRING GLOBAL INVESTMENT · EIN 04-1590850 / PN 000 | Pooled Separate Account | $477K | 2.4% |
| MASSMUTUAL HIGH YIELD R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $358K | 1.8% |
| MASSMUTUAL INFL-PROT AND INC R4 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $352K | 1.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
