Thomas Forese, Jr. signed Middlesex Savings Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Middlesex Savings Bank's EIN is 27-0402195.
Download the official 2024 Form 5500 (PDF) for Middlesex Savings Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Middlesex Savings Bank'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.
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 | |||||
|---|---|---|---|---|---|---|
| SBERA COMMON COLLECTIVE TRUST SBERA · EIN 04-2004337 / PN 001 | Common Collective Trust | — | — | $102.7M | 99.0% | |
| Participant Loans Notes with per annum interest rates ranging from 4.25% to 9.50% - 0 - | Bonds / Notes | — | — | $1.0M | 1.0% |
