Stacey Heyes signed Jersey Shore State Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jersey Shore State Bank's EIN is 24-0622580.
Download the official 2024 Form 5500 (PDF) for Jersey Shore State Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jersey Shore State Bank's plan includes a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK FUND ADVISORS | 51-0318674 | — | NONE | $0 | — |
| COLUMBIA MGMT INVESTMENT ADVISERS, | 93-0577450 | — | NONE | $0 | — |
| CULLEN CAPITAL MANAGEMENT, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $24.8M | 97.6% |
| — |
| NEW YORK, NY |
| NONE |
| $0 |
| — |
| WCM INVESTMENT MANAGEMENT, LLC | — | LAGUNA BEACH, CA | NONE | $0 | — |
| AMERICAN BEACON ADVISORS INC | 75-2401150 | — | NONE | $0 | — |
| METROPOLITAN WEST ASSET MANAGEMENT, | 95-4597302 | — | NONE | $0 | — |
| VIRTUS INVESTMENT ADVISERS, LLC | — | GREENFIELD, MA | NONE | $0 | — |
| NEW YORK LIFE INVESTMENT MANAGEMENT | — | NEW YORK, NY | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST | 23-1669823 | WILMINGTON, DE | NONE | $92K | — |
| CONRAD SIEGEL | 23-1669823 | HARRISBURG, PA | NONE | $32K | — |
| AMG FUNDS LLC | — | STAMFORD, CT | NONE | $0 | — |
| ARTISAN PARTNERS LIMITED PARTNERSHI | 39-1811840 | — | NONE | $0 | — |
| WILMINGTON FUNDS MANAGEMENT CORPORA | — | BALTIMORE, MD | NONE | $0 | — |
| BAILLIE GIFFORD OVERSEAS LIMITED | — | — | NONE | $0 | — |
