Frank Fowler signed Access Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Access Bank's EIN is 26-1375622.
Download the official 2024 Form 5500 (PDF) for Access Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Access Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES | 46-5378846 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL WEALTH MANAGEMENT | — | OMAHA, NE | NONE | $18K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $2.5M | 17.5% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $2.4M | 17.1% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.3M | 16.6% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $1.6M | 11.1% | |
| Victory Nasdaq 100 Index R6 | Other securities | — | — | $863K | 6.1% | |
| Fidelity International Index | Mutual Funds | — | — | $570K | 4.1% | |
| Fidelity Advisor Mid Cap Value Z | Mutual Funds | — | — | $527K | 3.8% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $368K | 2.6% | |
| BlackRock Equity Dividend Fund K | Other securities | — | — | $341K | 2.4% | |
| DFA US Small Cap Value I | Mutual Funds | — | — | $295K | 2.1% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $278K | 2.0% | |
| DFA US Small Cap Growth Institutional | Mutual Funds | — | — | $238K | 1.7% | |
| The New Economy Fund R6 | Other securities | — | — | $226K | 1.6% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $224K | 1.6% | |
| DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $205K | 1.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $196K | 1.4% | |
| AUL Stable Value Account Series A | Stable Value | — | — | $190K | 1.4% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $164K | 1.2% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $119K | 0.8% | |
| American Funds High income Trust R6 | Mutual Funds | — | — | $104K | 0.7% | |
| Vanguard Intermediate-Term Investment-Grade Admiral | Mutual Funds | — | — | $102K | 0.7% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $85K | 0.6% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $83K | 0.6% | |
| Notes receivable from participants | Other securities | — | — | $51K | 0.4% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $33K | 0.2% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $929 | <0.1% | |
| DFA Commodity Strategy Institutional | Mutual Funds | — | — | $626 | <0.1% | |
| FLXFOCS AGGR 2025 R1 WILMINGTON TRUST · EIN 16-1486454 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLXFOCS AGGR 2035 R1 WILMINGTON TRUST · EIN 16-1486454 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLXFOCS AGGR 2045 R1 WILMINGTON TRUST · EIN 16-1486454 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLXFOCS AGGR 2055 R1 WILMINGTON TRUST · EIN 16-1486454 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLXFOCS CNSRV 2055 R1 WILMINGTON TRUST · EIN 16-1486454 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLXFOCS CNSRV RTRMT R1 WILMINGTON TRUST · EIN 16-1486454 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLXFOCS MOD 2025 R1 WILMINGTON TRUST · EIN 16-1486454 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLXFOCS MOD 2035 R1 WILMINGTON TRUST · EIN 16-1486454 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLXFOCS MOD 2045 R1 WILMINGTON TRUST · EIN 16-1486454 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLXFOCS MOD 2055 R1 WILMINGTON TRUST · EIN 16-1486454 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLXFOCS MOD RTRMT R1 WILMINGTON TRUST · EIN 16-1486454 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLXFOCS MOD 2065 R1 WILMINGTON TRUST · EIN 16-1486454 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $0 |
| — |
