Cindy Beazley signed Primis Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Primis Bank's EIN is 20-2453966.
Download the official 2024 Form 5500 (PDF) for Primis Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Primis 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $167K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VBA BENEFITS CORPORTATION | 54-1741662 | — | SERVICE PROVIDER | $95K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2025 VANGUARD FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $5.2M | 11.6% | |
| VANGUARD TARGET RETIREMENT 2045 VANGUARD FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $4.5M | 10.2% | |
| VANGUARD TARGET RETIREMENT 2035 VANGUARD FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $4.1M | 9.2% | |
| VANGUARD TARGET RETIREMENT 2030 VANGUARD FUNDS · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $3.7M | 8.3% | |
| WILMINGTON TRUST MFS GROWTH CIT WILMINGTON TRUST FUNDS · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $3.2M | 7.2% | |
| VANGUARD TARGET RETIREMENT 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $3.1M | 7.0% | |
| VANGUARD TARGET RETIREMENT 2050 VANGUARD FUNDS · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $2.8M | 6.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.7M | 6.1% | |
| VANGUARD TARGET RETIREMENT INCOME T VANGUARD FUNDS · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.1M | 4.8% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $1.6M | 3.5% | |
| VANGUARD TARGET RETIREMENT 2055 VANGUARD FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.4% | |
| GOLDMAN SACHS GOLDMAN SACHS FUNDS · EIN 13-4166989 / PN 005 | Common Collective Trust | — | — | $1.5M | 3.4% | |
| Primis Common stock, 101,503 shares | Common Stocks | — | $102K | $1.2M | 2.8% | |
| VANGUARD TARGET RETIREMENT 2060 VANGUARD FUNDS · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $944K | 2.1% | |
| Wasatch Small Growth Fund | Other securities | — | — | $790K | 1.8% | |
| JP Morgan Mid-Cap Growth Fund | Other securities | — | — | $729K | 1.6% | |
| Maturing through 2030, interest rates ranging from * Participant loans*** 3.50% to 8.75%, collateralized by participant accounts | Bonds / Notes | — | — | $600K | 1.4% | |
| VANGUARD TARGET RETIREMENT 2020 VANGUARD FUNDS · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $566K | 1.3% | |
| Voya Intermediate Bond Fund | Other securities | — | — | $493K | 1.1% | |
| Victory Mid-Cap Value Fund | Other securities | — | — | $490K | 1.1% | |
| PIMCO RAE US Small Fund Institutional Class | Mutual Funds | — | — | $356K | 0.8% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $318K | 0.7% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $313K | 0.7% | |
| Voya Money market fund | Cash / Money Market | — | — | $280K | 0.6% | |
| VANGUARD TARGET RETIREMENT 2065 VANGUARD FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $275K | 0.6% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $242K | 0.5% | |
| JP Morgan Emerging Markets Equity Fund | Other securities | — | — | $239K | 0.5% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $212K | 0.5% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $186K | 0.4% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $150K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2070 VANGUARD FUNDS · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $71K | 0.2% |
