Christina Thompson signed Community State Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community State Bank's EIN is 23-1354306.
Download the official 2024 Form 5500 (PDF) for Community State Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community State 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 |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH, INC. | 42-1445429 | — | INVESTMENT ADVISOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES | 16-1503696 | — | NONE | $28K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan SmartRetrmnt Blend 2030 R6 Mutual Fund N/R | Other securities | — | — | $1.9M | 34.4% | |
| JP Morgan SmartRetrmnt Blend 2050 R6 Mutual Fund N/R | Other securities | — | — | $854K | 15.5% | |
| JP Morgan SmartRetrmnt Blend 2040 R6 Mutual Fund N/R | Other securities | — | — | $727K | 13.2% | |
| JP Morgan SmartRetrmnt Blend 2035 R6 Mutual Fund N/R | Other securities | — | — | $479K | 8.7% | |
| JP Morgan SmartRetrmnt Blend 2025 R6 Mutual Fund N/R | Other securities | — | — | $407K | 7.4% | |
| JP Morgan SmartRetrmnt Blend 2045 R6 Mutual Fund N/R | Other securities | — | — | $293K | 5.3% | |
| JP Morgan SmartRetrmnt Blend 2055 R6 Mutual Fund N/R | Other securities | — | — | $208K | 3.8% | |
| MFS International Diversification R6 Mutual Fund N/R | Mutual Funds | — | — | $152K | 2.8% | |
| Fidelity 500 Index Mutual Fund N/R | Common Collective Trusts | — | — | $119K | 2.2% | |
| METLIFE STABLE VALUE RELIANCE TRUST · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $89K | 1.6% | |
| Notes receivable from participants 4.25 %–9.50% N/R | Bonds / Notes | — | — | $84K | 1.5% | |
| JP Morgan SmartRetrmnt Blend 2060 R6 Mutual Fund N/R | Other securities | — | — | $76K | 1.4% | |
| Insurance contracts Insurance contracts N/R | Other securities | — | — | $47K | 0.9% | |
| PIMCO Income Fund Mutual Fund N/R | Mutual Funds | — | — | $27K | 0.5% | |
| JP Morgan SmartRetrmnt Blend Incm Fd Mutual Fund N/R | Other securities | — | — | $19K | 0.3% | |
| JP Morgan SmartRetrmnt Blend 2020 R6 Mutual Fund N/R | Other securities | — | — | $9K | 0.2% | |
| JP Morgan Large Cap Growth Mutual Fund N/R | Other securities | — | — | $4K | <0.1% | |
| Fidelity Mid Cap Index Mutual Fund N/R | Mutual Funds | — | — | $4K | <0.1% | |
| CIT Large Cap Value R1 Mutual Fund N/R | Mutual Funds | — | — | $4K | <0.1% | |
| DFA US Small Cap Value Mutual Fund N/R | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
