Tammy Julian signed Orange County Bancorp Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orange County Bancorp Inc.'s EIN is 26-1135778.
Download the official 2024 Form 5500 (PDF) for Orange County Bancorp Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orange County Bancorp Inc.'s plan includes profit-sharing, a 401(k) feature, an ESOP, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. | 13-3745616 | WHITE PLAINS, NY | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RELIANCE TRUST CO. | 58-1428634 | — | CONTRACT ADMIN | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 INDEX K STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $6.9M | 21.8% | |
| Orange County Bancorp, Inc. stock fund | Common Stocks | — | — | $3.6M | 11.3% | |
| TARGET RETIREMENT 2030 NL FUND M STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $3.5M | 11.0% | |
| SSGA S&P Midcap R Index fund Series A | Common Collective Trusts | — | — | $2.3M | 7.3% | |
| STATE ST S&P MIDCAP INDX NL CL M STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $2.3M | 7.3% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $2.2M | 6.9% | |
| TARGET RETIRMENT 2035 NL FUND M STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 177 | Common Collective Trust | — | — | $1.8M | 5.8% | |
| SSGA Target Retirement 2025 NL SF CL A | Common Stocks | — | — | $1.7M | 5.5% | |
| TARGET RETIRMENET 2050 NL FUND M STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.7M | 5.5% | |
| TARGET RETIREMENT 2040 NL FUND M STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.2M | 3.8% | |
| TARGET RETIREMENT 2054 NL FUND M STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.1M | 3.5% | |
| LARGE CAP GROWTH I1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $1.0M | 3.2% | |
| STATE ST CASH SERIES US GOV FD CL G STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $864K | 2.7% | |
| STATE ST RUSSELL SM CAP INDX NL CLK STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $821K | 2.6% | |
| TARGET RETIRMENET 2050 NL FUND M STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $757K | 2.4% | |
| TARGET RETIREMENT 2055 NL FUND M STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $602K | 1.9% | |
| SSGA International Index NL CL C | Common Stocks | — | — | $540K | 1.7% | |
| STATE ST INTL INDX NL CL C STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 654 | Common Collective Trust | — | — | $540K | 1.7% | |
| Promissory Notes from Participants | Other securities | — | — | $466K | 1.5% | |
| TARGET RETIRMENT 2060 NL FUND M STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 157 | Common Collective Trust | — | — | $394K | 1.2% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $314K | 1.0% | |
| STATE STREET REIT INDEX NL C STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 229 | Common Collective Trust | — | — | $296K | 0.9% | |
| TARGET RETIREMENT 2065 NL FUND M STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $213K | 0.7% | |
| Baird Aggregate Bond Inst | Other securities | — | — | $206K | 0.6% | |
| TARGET RETIREMENT 2020 NL FUND M STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $177K | 0.6% | |
| SSGA US INFLATION BD INDX NL C STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $162K | 0.5% | |
| STATE STREET US LONG GOVT BD NLSERC STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $152K | 0.5% | |
| Wilmington Trust TR SM CP GWT | Other securities | — | — | $103K | 0.3% | |
| SMALL CAP GROWTH I1 GREAT GRAY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $103K | 0.3% | |
| STATE STREET US BOND INDEX NON-LEND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $93K | 0.3% | |
| Wilmington Collective Intl Stk Fund CL 11 | Common Collective Trusts | — | — | $52K | 0.2% | |
| INTERNATIONAL STOCK I1 GREAT GRAY · EIN 82-2436292 / PN 000 | Common Collective Trust | — | — | $52K | 0.2% | |
| TARGET RETIRMENT INCOME NL FUND M STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $47K | 0.1% | |
| SMALL CAP VALUE FUND II CL I1 GREAT GRAY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $34K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
