Tobie Gunby signed 1ST Summit Bancorp's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
1ST Summit Bancorp's EIN is 25-1619855.
Download the official 2024 Form 5500 (PDF) for 1ST Summit Bancorp from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)1ST Summit Bancorp'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 |
|---|---|---|---|---|---|
| CBIZ RETIREMENT PLAN SERVICES | 31-1582098 | CUMBERSLAND, MD | TPA | $16K | — |
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S.R. SNODGRASS, P.C. | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 1ST SUMMIT BANCORP 82,267 | Common Stocks | — | — | $2.7M | 11.2% | |
| STANDARD STABLE ASSET FD 2 STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 001 | Common Collective Trust | — | — | $2.5M | 10.3% | |
| T Rowe Price Mid Cap Growth Fund #64 14,310 | Mutual Funds | — | — | $1.4M | 5.9% | |
| Jensen Quality Growth Fund 21,881 | Other securities | — | — | $1.3M | 5.3% | |
| Vanguard Dividend Growth 34,301 | Mutual Funds | — | — | $1.2M | 5.1% | |
| Primecap Odyssey Growth 32,090 | Mutual Funds | — | — | $1.1M | 4.6% | |
| American Funds US Gov Sec R6 87,893 | Mutual Funds | — | — | $1.0M | 4.3% | |
| Vanguard Equity Income - Admiral 10,209 | Mutual Funds | — | — | $900K | 3.7% | |
| American Mutual R6 16,074 | Other securities | — | — | $887K | 3.7% | |
| Baird Short Term Bond Instl 89,071 | Other securities | — | — | $843K | 3.5% | |
| Harbor Capital Appreciation 6,896 | Other securities | — | — | $784K | 3.2% | |
| Dimensional US Core Equity One I 17,356 | Mutual Funds | — | — | $751K | 3.1% | |
| FMI International Fund 19,767 | Other securities | — | — | $721K | 3.0% | |
| JP Morgan Mortgage Backed Sec Select CL 68,545 | Other securities | — | — | $689K | 2.8% | |
| Goldman Sachs GQG Ptnrs Intl Opps R6 34,050 | Other securities | — | — | $666K | 2.7% | |
| Vanguard Core Bond Fund 36,074 | Mutual Funds | — | — | $639K | 2.6% | |
| Vanguard Short Term Federal Admiral 58,579 | Mutual Funds | — | — | $595K | 2.5% | |
| MFS Mid Cap Value Fund CL R6 17,259 | Mutual Funds | — | — | $549K | 2.3% | |
| Vanguard Target Retirement 2040 12,363 | Mutual Funds | — | — | $534K | 2.2% | |
| MFS INT Diversified Income R6 22,785 | Mutual Funds | — | — | $521K | 2.2% | |
| Baird Aggregate Bond Instl 51,835 | Other securities | — | — | $500K | 2.1% | |
| Dodge & Cox Income Fund 40,280 | Mutual Funds | — | — | $499K | 2.1% | |
| Vanguard Target Retirement 2030 7,624 | Mutual Funds | — | — | $289K | 1.2% | |
| Vanguard Target Retirement 2025 13,437 | Mutual Funds | — | — | $251K | 1.0% | |
| Dimensional DFA US Targeted Value I 5,231 | Mutual Funds | — | — | $180K | 0.7% | |
| American Funds New World R6 2,163 | Mutual Funds | — | — | $167K | 0.7% | |
| Participant loans Interest rates ranging from 4.25% and 9.50%. | Bonds / Notes | — | — | $140K | 0.6% | |
| Vanguard Target Retirement 2060 Invs 1,503 | Mutual Funds | — | — | $77K | 0.3% | |
| Vanguard Target Retirement 2035 2,276 | Mutual Funds | — | — | $55K | 0.2% | |
| Vanguard Fixed Income Security Fund 5,448 | Mutual Funds | — | — | $53K | 0.2% | |
| Vanguard Target Retirement 2055 Inv 903 | Mutual Funds | — | — | $50K | 0.2% | |
| Vanguard Target Retirement 2050 858 | Mutual Funds | — | — | $43K | 0.2% | |
| Vanguard Target Retirement 2045 520 | Mutual Funds | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WEXFORD, PA |
| AUDITOR |
| $11K |
| — |
