Tammy Julian signed Blue Foundry Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blue Foundry Bank's EIN is 22-0780922.
Download the official 2024 Form 5500 (PDF) for Blue Foundry Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blue Foundry Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ANNUITY INSURANCE CO. | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. | 11-3745616 | WHITE PLAINS, NY | CONTRACT ADMIN | $12K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Adm 15,408 shares | Mutual Funds | — | — | $3.3M | 17.4% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 46-6258485 / PN 013 | Common Collective Trust | — | — | $2.6M | 14.2% | |
| Vanguard 500 Index Admiral 4,389 shares | Common Collective Trusts | — | — | $2.4M | 12.8% | |
| Blue Foundry Bancorp Stock Fund 201,880 shares | Common Stocks | — | — | $2.0M | 10.6% | |
| Blackrock Lifepath Index Retirement K 84,035 shares | Other securities | — | — | $1.2M | 6.2% | |
| Blackrock Lifepath Index 2030 K 59,845 shares | Other securities | — | — | $1.0M | 5.5% | |
| Blackrock Lifepath Index 2035 K 51,012 shares | Other securities | — | — | $963K | 5.2% | |
| Blackrock Lifepath Index 2040 K 36,658 shares | Other securities | — | — | $749K | 4.0% | |
| Vanguard Value Index Adm 10,056 shares | Mutual Funds | — | — | $664K | 3.6% | |
| Vanguard Mid Cap Index Fund - Admiral 1,858 shares | Common Collective Trusts | — | — | $607K | 3.3% | |
| Vanguard Small Cap Index Adm 5,204 shares | Mutual Funds | — | — | $599K | 3.2% | |
| Blackrock Lifepath Index 2045 K 22,762 shares | Other securities | — | — | $506K | 2.7% | |
| Dodge & Cox Income X 32,214 shares | Mutual Funds | — | — | $399K | 2.1% | |
| Notes Receivable from Participants 9.50%, maturing through 2032. | Bonds / Notes | — | — | $390K | 2.1% | |
| Blackrock LifePath Index 2060 K 15,267 shares | Other securities | — | — | $329K | 1.8% | |
| Vanguard Total Intl Stock Index Admiral 9,565 shares | Mutual Funds | — | — | $303K | 1.6% | |
| Blackrock Lifepath Index 2050 K 11,591 shares | Other securities | — | — | $269K | 1.4% | |
| Blackrock Lifepath Index 2055 K 10,051 shares | Other securities | — | — | $242K | 1.3% | |
| Blackrock LifePath Index 2065 K 8,705 shares | Other securities | — | — | $132K | 0.7% | |
| Vanguard Real Estate Index Admiral 589 shares | Mutual Funds | — | — | $74K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
