Sam Kushner signed Customers Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Customers Bank's EIN is 23-2892229.
Download the official 2024 Form 5500 (PDF) for Customers Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Customers 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $101K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $61K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund - Institutional Premium Class Mutual fund | Common Collective Trusts | — | — | $15.8M | 16.5% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $9.9M | 10.3% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $7.1M | 7.3% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $6.9M | 7.1% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $6.5M | 6.7% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $6.1M | 6.4% | |
| T. Rowe Price Blue Chip Growth Fund I Class Mutual fund | Other securities | — | — | $6.0M | 6.3% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $3.8M | 3.9% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $3.0M | 3.1% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual fund 585 Delaware Emerging Markets Fund Class R6 Mutual fund 689 Dodge & Cox Stock Fund Mutual fund | Mutual Funds | — | — | $2.9M | 3.0% | |
| Fidelity Government Money Market Fund Class K6 Mutual fund | Mutual Funds | — | — | $2.7M | 2.9% | |
| INVESCO STBL VAL III INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $2.5M | 2.6% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $2.3M | 2.3% | |
| Fidelity Small Cap Index Fund - Institutional Premium Class Mutual fund | Common Collective Trusts | — | — | $2.0M | 2.0% | |
| American Funds 2015 Target Date Retirement Fund Class R-6 Mutual fund 887 American Funds 2020 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $1.8M | 1.9% | |
| Fidelity International Index Fund - Institutional Premium Class Mutual fund 450 * Fidelity Mid Cap Index Fund - Institutional Premium Class Mutual fund | Common Collective Trusts | — | — | $1.8M | 1.9% | |
| Federated Hermes Kaufmann Small Cap Fund Class R6 Mutual fund 286 * Fidelity U.S. Bond Index Fund - Institutional Premium Class Mutual fund 559 John Hancock Bond Fund Class R6 Mutual fund | Common Collective Trusts | — | — | $1.4M | 1.5% | |
| MFS International Diversification Fund Class R6 Mutual fund | Mutual Funds | — | — | $1.4M | 1.4% | |
| Royce Small-Cap Opportunity Fund Institutional Class Mutual fund | Other securities | — | — | $1.3M | 1.4% | |
| Participant loans (maturing 2025-2029 at interest rates of * Notes receivable from participants 5.25-% - 10.50-%) | Participant loans | — | — | $1.3M | 1.3% | |
| PIMCO Income Fund Institutional Class Mutual fund | Mutual Funds | — | — | $1.2M | 1.3% | |
| BlackRock Mid Cap Growth Equity Portfolio Class K Mutual fund | Other securities | — | — | $1.2M | 1.3% | |
| American Century Mid Cap Value Fund R6 Class Mutual fund | Other securities | — | — | $1.2M | 1.2% | |
| American Funds 2010 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $1.1M | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $13K |
| — |
