Tammy Julian signed Western Illinois Bancshares, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Western Illinois Bancshares, Inc.'s EIN is 20-2900703.
Download the official 2024 Form 5500 (PDF) for Western Illinois Bancshares, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Western Illinois Bancshares, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MIDWESTERN SECURITIES TRADING CO | — | EAST PEORIA, IL | INVESTMENT ADVISOR | $14K |
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.
| — |
| COMMUNITY BANKERS ASSOCIATION OF IL | — | SPRINGFIELD, IL | INVESTMENT ADVISOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC. | 13-3745616 | WHITE PLAINS, NY | CONTRACT ADMIN | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANCHEC(K) CPAS LLC | — | COLUMBUS, OH | AUDITOR | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund Class K Mutual Funds | Mutual Funds | — | — | $2.9M | 17.0% | |
| Vanguard Equity Income Admiral Mutual Funds | Mutual Funds | — | — | $1.8M | 10.4% | |
| SSGA TARGET RETIREMENT 2030 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 195 | Common Collective Trust | — | — | $1.6M | 9.4% | |
| PIMCO Income Instl Mutual Funds | Mutual Funds | — | — | $1.3M | 7.7% | |
| SSGA TARGET RETIREMENT 2040 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 199 | Common Collective Trust | — | — | $1.3M | 7.3% | |
| Vanguard Specialized Fund Dividend Growth Mutual Funds | Mutual Funds | — | — | $1.2M | 7.2% | |
| SSGA S&P Midcap Index Fund Common Collective Trust | Common Collective Trusts | — | — | $1.2M | 6.8% | |
| STATE ST S&P MIDCAP INDX NL CL M STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 494 | Common Collective Trust | — | — | $1.2M | 6.8% | |
| American Funds New Perspective Mutual Funds | Mutual Funds | — | — | $902K | 5.2% | |
| STATE ST RUSSELL SM CAP INDX NL CL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 494 | Common Collective Trust | — | — | $806K | 4.7% | |
| STATE STREET S&P 500 INDEX K STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $766K | 4.5% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $478K | 2.8% | |
| Reliance Metlife Series Stable Value | Stable Value | — | — | $475K | 2.8% | |
| American Funds International Growth and Income Mutual Funds | Mutual Funds | — | — | $361K | 2.1% | |
| SSGA TARGET RETIREMENT 2020 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 191 | Common Collective Trust | — | — | $329K | 1.9% | |
| SSGA TARGET RETIREMENT 2060 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 418 | Common Collective Trust | — | — | $317K | 1.8% | |
| SSGA TARGET RETIREMENT 2050 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 203 | Common Collective Trust | — | — | $306K | 1.8% | |
| PGIM Short Term Corporate Bond Class Z Mutual Funds | Other securities | — | — | $270K | 1.6% | |
| SSGA TARGET RETIREMENT 2055 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 321 | Common Collective Trust | — | — | $245K | 1.4% | |
| STATE STREET US BOND INDEX NON-LEND STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $228K | 1.3% | |
| SSGA TARGET RETIREMENT 2045 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 201 | Common Collective Trust | — | — | $211K | 1.2% | |
| SSGA TARGET RETIREMENT 2035 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 197 | Common Collective Trust | — | — | $155K | 0.9% | |
| Participants' Notes Receivable Interest at 4.25% - 9.50% | Bonds / Notes | — | — | $135K | 0.8% | |
| SSGA TARGET RETIREMENT 2065 NL FUND STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 043 | Common Collective Trust | — | — | $106K | 0.6% | |
| SSGA TARGET RETIREMENT INCOME NL FU STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $64K | 0.4% | |
| STATE ST INTL INDX NL CL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 654 | Common Collective Trust | — | — | $61K | 0.4% | |
| American Funds Europacific Growth Mutual Funds | Mutual Funds | — | — | $61K | 0.4% | |
| SSGA TARGET RETIREMENT 2025 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 139 | Common Collective Trust | — | — | $45K | 0.3% | |
| Franklin Income Advisor Mutual Funds | Mutual Funds | — | — | $39K | 0.2% | |
| BNY Mellon Global Equity Income Class Y Mutual Funds | Other securities | — | — | $19K | 0.1% | |
| Cash Non-Interest Bearing Cash | Cash / Money Market | — | — | $4K | <0.1% |
