Kelli Raymond signed Frontier Bancshares, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Frontier Bancshares, Inc.'s EIN is 20-4157185.
Download the official 2024 Form 5500 (PDF) for Frontier Bancshares, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Frontier Bancshares, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNU INSURANCE COMPANY AMER | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | CHARLOTTE, NC | CONTRACT ADMIN | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Frontier Bancshares, Inc. Frontier Bancshares, Inc. 401(k) Plan Unitized Fund | Common Stocks | — | — | $6.4M | 30.8% | |
| Charles Schwab Total Stock Market Index | Common Collective Trusts | — | — | $2.8M | 13.6% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $2.7M | 13.2% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.8M | 8.6% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $1.7M | 8.0% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $1.6M | 7.6% | |
| Vanguard Small Cap Index Inv | Mutual Funds | — | — | $1.0M | 4.8% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $698K | 3.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $637K | 3.1% | |
| Vanguard Money Market | Mutual Funds | — | — | $532K | 2.6% | |
| Vanguard Total Intl Stock Inv | Mutual Funds | — | — | $408K | 2.0% | |
| DFA US Large Company Institutional | Mutual Funds | — | — | $217K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
