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Original filing (PDF)20250609154338NAL0012419443001

MEADOWS BANK

Form 5500
FILING_RECEIVED
MEADOWS BANK 401K RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
164
Accounts w/ balance
183
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
23 pooled trusts
Schedule D
52 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEADOWS BANK.
Plan sponsor
Name
MEADOWS BANK
EIN
26-1777425
Address
8912 SPANISH RIDGE AVE · SUITE 100 · LAS VEGAS, NV · 89148
Phone
(702) 471-2064
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WIPFLI CPAS AND CONSULTANTS
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
VOYA RETIREMENT INSURANCE & ANNUITY71-0294708SERVICE PROVIDER$45K

Investments

34 direct securities · 23 pooled funds· $33.4M(100% of reported assets)

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.

Uncategorized
$22.1M
30 holdings
Common Collective Trust
$8.0M
23 holdings
Mutual Funds
$3.3M
4 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard 500 Index FundAdmiral Mutual Funds$4.3M21.5%
Fully Benefit-Responsive Investment Contract (at Contract * VoyaFixedAccount Value)$2.8M13.7%
Voya Fixed Account (4062) Insurance Company General Account$2.8M13.7%
MyCompassInd Mod 2045 FdR Mutual Funds$1.7M8.3%
MYCOMPASS INDEX MODERATE 2045 FUND
WILMINGTON TRUST, N.A. · EIN 38-4097334 / PN 480
Common Collective Trust
$1.7M8.3%
LargeCapGrowth FundIII 11 Mutual Funds$1.3M6.2%
LARGE CAP GROWTH FUND III - FEE CLA
WILMINGTON TRUST FUNDS · EIN 38-7275327 / PN 001
Common Collective Trust
$1.3M6.2%
s ++ MyCompass Ind Mod Ret Fd R
Mutual Funds
$1.1M5.7%
MYCOMPASS INDEX MODERATE RETIREMENT
WILMINGTON TRUST, N.A. · EIN 38-4097331 / PN 477
Common Collective Trust
$1.1M5.7%
s ++
Mutual Funds
$1.0M5.1%
Vangrd Mid-Cap Index Fund Adm Registered Investment Company$1.0M5.1%
Vangrd Small-Cap Index Fnd Adm Registered Investment Company$887K4.4%
Vanguard Small-CapIdx FundAdmiral Mutual Funds$887K4.4%
s ++
Mutual Funds
$872K4.3%
MYCOMPASS INDEX MODERATE 2035 FUND
WILMINGTON TRUST, N.A. · EIN 38-4097333 / PN 479
Common Collective Trust
$872K4.3%
VanguardTotal BondMarket IdxFund Admira Mutual Funds$827K4.1%
Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company$827K4.1%
MFS Intl Intrinsic Val Fnd R6 Registered Investment Company$821K4.1%
PGIM High Yield Fund R6 Registered Investment Company$677K3.4%
PGIMHighYieldFundR6 Mutual Funds$677K3.4%
MYCOMPASS INDEX MODERATE 2055 FUND
WILMINGTON TRUST, N.A. · EIN 38-4097335 / PN 481
Common Collective Trust
$643K3.2%
MYCOMPASS INDEX MODERATE 2065 FUND
WILMINGTON TRUST, N.A. · EIN 38-7271385 / PN 766
Common Collective Trust
$441K2.2%
SmallCapGrowth FundII Il Mutual Funds$408K2.0%
SMALL CAP GROWTH FUND II - FEE CLAS
WILMINGTON TRUST FUNDS · EIN 38-4126288 / PN 592
Common Collective Trust
$408K2.0%
Mid CapGrowth FundII Il Mutual Funds$395K2.0%
MID CAP GROWTH FUND II I1
GREAT GRAY TRUST COMPANY · EIN 38-7304118 / PN 001
Common Collective Trust
$395K2.0%
LargeCapValue Fund11 Mutual Funds$351K1.7%
LARGE CAP VALUE FUND - FEE CLASS I1
WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426
Common Collective Trust
$351K1.7%
Vanguard Mid-Cap Index FundAdmira Fidelity EmergingMarkets FdK Mutual Funds$271K1.3%
party date,rate of interest, collateral, par, or maturity date Fidelity Emerging Markets Fd K Registered Investment Company$271K1.3%
MYCOMPASS INDEX AGGRESSIVE 2055 FUN
WILMINGTON TRUST, N.A. · EIN 38-4097330 / PN 476
Common Collective Trust
$232K1.1%
s ++
Mutual Funds
$212K1.0%
Vangrd Tot Int Stk In F Adm Registered Investment Company$212K1.0%
MYCOMPASS INDEX CONSERVATIVE 2035 F
WILMINGTON TRUST, N.A. · EIN 38-4097338 / PN 484
Common Collective Trust
$196K1.0%
(Held at End of Year) MEADOWS BANK 401(K) RETIREMENT PLAN EIN#26-1777425 Plan# 771273 TCW MW Tot Rtn Bd F Pl Registered Investment Company$152K0.8%
TCWMetWest Total Rtm BdF PI Mutual Funds$152K0.8%
LOAN FUND Participant Loans - Rates 10.00% to 10.50%$133K0.7%
MyCompass Ind Agg Ret Fd R Mutual Funds$130K0.6%
MYCOMPASS INDEX AGGRESSIVE RETIREME
WILMINGTON TRUST, N.A. · EIN 38-4097326 / PN 472
Common Collective Trust
$130K0.6%
MyCompass Ind Cns Ret Fd Rl Mutual Funds$116K0.6%
MYCOMPASS INDEX CONSERVATIVE RETIRE
WILMINGTON TRUST, N.A. · EIN 38-4097336 / PN 482
Common Collective Trust
$116K0.6%
MYCOMPASS INDEX AGGRESSIVE 2045 FUN
WILMINGTON TRUST, N.A. · EIN 38-4097329 / PN 475
Common Collective Trust
$84K0.4%
MYCOMPASS INDEX AGGRESSIVE 2035 FUN
WILMINGTON TRUST, N.A. · EIN 38-4097328 / PN 474
Common Collective Trust
$38K0.2%
Mid CapValueFund11 Mutual Funds$34K0.2%
MID CAP VALUE FUND - FEE CLASS I1 C
WILMINGTON TRUST FUNDS · EIN 38-4139852 / PN 630
Common Collective Trust
$34K0.2%
Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company$24K0.1%
Vanguard Total Int Stock Idx FundAdmiral 8 Mutual Funds Voya Government Money Market FundA$24K0.1%
PrincipalRealEstateSecFR6 Mutual Funds$11K<0.1%
Principal Real Estate Sec F R6 Registered Investment Company$11K<0.1%
MYCOMPASS INDEX CONSERVATIVE 2045 F
WILMINGTON TRUST, N.A. · EIN 38-4097339 / PN 485
Common Collective Trust
$6K<0.1%
MYCOMPASS INDEX AGGRESSIVE 2065 FUN
WILMINGTON TRUST, N.A. · EIN 38-7271384 / PN 765
Common Collective Trust
$5K<0.1%
SmallCapt Value Fund II Cl 11 Mutual Funds$4K<0.1%
SMALL CAP VALUE FUND II - FEE CLASS
WILMINGTON TRUST, N.A. · EIN 38-4126250 / PN 554
Common Collective Trust
$4K<0.1%
EMERGING MARKETS FUND - FEE CLASS I
WILMINGTON TRUST FUNDS · EIN 86-1819869 / PN 672
Common Collective Trust
$0<0.1%
MID CAP GROWTH FUND - FEE CLASS I1
WILMINGTON TRUST FUNDS · EIN 38-4126247 / PN 549
Common Collective Trust
$0<0.1%
MYCOMPASS INDEX CONSERVATIVE 2025 F
WILMINGTON TRUST, N.A. · EIN 38-4097337 / PN 483
Common Collective Trust
$0<0.1%
MYCOMPASS INDEX MODERATE 2025 FUND
WILMINGTON TRUST, N.A. · EIN 38-4097332 / PN 478
Common Collective Trust
$0<0.1%

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