Jeffrey Arnold signed Journey Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Journey Bank's EIN is 24-0528723.
Download the official 2024 Form 5500 (PDF) for Journey Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Journey 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| CAMBRIDGE INVESTMENT RESEARCH INC. |
| — |
| FAIRFIELD, IA |
| INVESTMENT ADVISOR |
| $15K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LIFESTYLE RETIREMENT COMPANY | 25-1867808 | STATE COLLEGE, PA | CONTRACT ADMIN | $3K | — |
