T R BICK signed Enterprise Bank & Trust's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Enterprise Bank & Trust's EIN is 33-6658324.
Download the official 2024 Form 5500 (PDF) for Enterprise Bank & Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Enterprise Bank & Trust'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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB INDEXED RET TRUST FD 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $1.5M | 62.8% | |
| State Street Equity 500 Index Mutual Fund (2) | Common Collective Trusts | — | — | $188K | 7.6% | |
| State Street Sm/Mid Cap Equity Index Mutual Fund (2) | Common Collective Trusts | — | — | $107K | 4.4% | |
| Schwab Government Money Fund Money Market Fund (1) | Mutual Funds | — | — | $99K | 4.0% | |
| SCHWAB INDEXED RET TRUST FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $97K | 3.9% | |
| Dodge & Cox Stock Fund Mutual Fund (2) | Mutual Funds | — | — | $83K | 3.4% | |
| Polen Growth Fund Inst Mutual Fund (2) | Other securities | — | — | $65K | 2.6% | |
| Participant Loans Interest rates from 4.25% - 9.50% (1) | Bonds / Notes | — | — | $48K | 1.9% | |
| SCHWAB INDEXED RET TRUST FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $44K | 1.8% | |
| State Street Global All Cap Equity US Ind Mutual Fund (2) | Other securities | — | — | $32K | 1.3% | |
| State Street Aggregate Bond Index Mutual Fund (2) | Other securities | — | — | $31K | 1.3% | |
| Baird Aggregate Bond Inst Mutual Fund (1) | Other securities | — | — | $22K | 0.9% | |
| Vanguard LifeStrategy Moderate Growth Mutual Fund (1) | Mutual Funds | — | — | $18K | 0.7% | |
| SCHWAB INDEXED RET TRUST FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $18K | 0.7% | |
| SCHWAB INDEXED RET TRUST FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $17K | 0.7% | |
| SCHWAB INDEXED RET TRUST FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $15K | 0.6% | |
| Hood River Small Cap Growth Inst Mutual Fund (1) | Other securities | — | — | $10K | 0.4% | |
| AMG River Road Small Cap Value I Mutual Fund (1) | Other securities | — | — | $8K | 0.3% | |
| SCHWAB INDEXED RET TRUST FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $5K | 0.2% | |
| SCHWAB INDEXED RET TRUST FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $5K | 0.2% | |
| SCHWAB INDEXED RET TRUST FD 2065 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $3K | 0.1% | |
| SCHWAB INDEXED RET TRUST FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $1K | <0.1% | |
| Vanguard LifeStrategy Growth Fund Mutual Fund (2) | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
