Nextier Bank, N.A.'s EIN is 25-0660700.
Download the official 2024 Form 5500 (PDF) for Nextier Bank, N.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nextier Bank, N.A.'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT ADVISORS | 27-1180831 | — | NONE | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $4.8M | 17.5% | |
| Vanguard 500 Index Admiral 6,256 shares N/R | Common Collective Trusts | — | — | $3.4M | 12.5% | |
| Fidelity Advisor Total Bond Fund Class Z 247,460 shares N/R | Mutual Funds | — | — | $2.3M | 8.6% | |
| Vanguard Equity - Income ADM 23,330 shares N/R | Mutual Funds | — | — | $2.1M | 7.6% | |
| MFS International Diversification Fund Class R6 89,803 shares N/R | Mutual Funds | — | — | $2.1M | 7.6% | |
| Vanguard Growth Index ADM 9,378 shares N/R | Mutual Funds | — | — | $2.0M | 7.3% | |
| RELIANCE ADVISORY TRUST PORTFOLIOS RELIANCE TRUST COMPANY · EIN 46-6634600 / PN 001 | Common Collective Trust | — | — | $1.9M | 7.0% | |
| JPMorgan Large Cap Growth R6 17,287 shares N/R | Other securities | — | — | $1.4M | 5.3% | |
| T Rowe Price Retirement 2040 42,173 shares N/R | Mutual Funds | — | — | $1.3M | 4.8% | |
| Vanguard Balanced Index ADM 22,382 shares N/R | Mutual Funds | — | — | $1.1M | 4.0% | |
| Reliance Advisory Trust Inv 40 Portfolio 32,540 shares N/R | Other securities | — | — | $988K | 3.6% | |
| Vanguard Small Cap Index ADM 7,104 shares N/R | Mutual Funds | — | — | $818K | 3.0% | |
| Carillon Eagle Mid Cap Growth Fund CL R6 7,062 shares N/R | Other securities | — | — | $550K | 2.0% | |
| T Rowe Price Retirement 2045 23,616 shares N/R | Mutual Funds | — | — | $526K | 1.9% | |
| JHancock Disciplined Value Mid Cap R6 17,269 shares N/R | Other securities | — | — | $465K | 1.7% | |
| Vanguard Mid Cap Index ADM 1,102 shares N/R | Mutual Funds | — | — | $360K | 1.3% | |
| Reliance Advisory Trust Inv 70 Portfolio 7,949 shares N/R | Other securities | — | — | $355K | 1.3% | |
| T Rowe Price New Horizons Fund 5,991 shares N/R | Mutual Funds | — | — | $337K | 1.2% | |
| T Rowe Price Retirement 2020 16,225 shares N/R | Mutual Funds | — | — | $301K | 1.1% | |
| Reliance Advisory Trust Inv 60 Portfolio 7,299 shares N/R | Other securities | — | — | $287K | 1.1% | |
| T Rowe Price Retirement 2030 9,715 shares N/R | Mutual Funds | — | — | $249K | 0.9% | |
| Reliance Advisory Trust Inv 99 Portfolio 3,707 shares N/R | Other securities | — | — | $229K | 0.8% | |
| Vanguard Small Cap Growth Index Admiral 2,086 shares N/R | Mutual Funds | — | — | $205K | 0.8% | |
| T Rowe Price Retirement 2035 7,371 shares N/R | Mutual Funds | — | — | $155K | 0.6% | |
| T Rowe Price Health Sciences Fund Class 1,916 shares N/R | Mutual Funds | — | — | $153K | 0.6% | |
| Vanguard Specialized FD/ Real Estate Index Admiral 1,100 shares N/R | Mutual Funds | — | — | $139K | 0.5% | |
| Franklin Small Cap Value R6 2,189 shares N/R | Mutual Funds | — | — | $132K | 0.5% | |
| T Rowe Price Retirement 2055 5,610 shares N/R | Mutual Funds | — | — | $112K | 0.4% | |
| T Rowe Price Retirement 2050 5,805 shares N/R | Mutual Funds | — | — | $110K | 0.4% | |
| Vanguard Emerging MKTS Stock IDX ADM 2,541 shares N/R | Common Collective Trusts | — | — | $93K | 0.3% | |
| T Rowe Price Fin Service Cl I 896 shares N/R | Mutual Funds | — | — | $38K | 0.1% | |
| Prudential Global Total Return Q 7,255 shares N/R | Other securities | — | — | $37K | 0.1% | |
| Reliance Advisory Trust Inv 80 Portfolio 693 shares N/R | Other securities | — | — | $35K | 0.1% | |
| MFS Mid Cap Value R6 901 shares N/R | Mutual Funds | — | — | $29K | 0.1% | |
| T Rowe Price Retirement 2015 1,956 shares N/R | Mutual Funds | — | — | $25K | <0.1% | |
| T Rowe Price Retirement 2025 948 shares N/R | Mutual Funds | — | — | $16K | <0.1% | |
| Vanguard Interm-Term Treasury ADM 389 shares N/R | Mutual Funds | — | — | $4K | <0.1% | |
| Prudential High-Yield Z 664 shares N/R | Other securities | — | — | $3K | <0.1% | |
| T Rowe Price Retirement 2065 78 shares N/R | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 04-3046611 | — | NONE | $46K | — |
