Michael Dulle signed SB Financial Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SB Financial Group's EIN is 34-1395608.
Download the official 2024 Form 5500 (PDF) for SB Financial Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SB Financial Group'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE BANK AND TRUST COMPANY | — | DEFIANCE, OH | NONE | $90K | — |
| USI CONSULTING GROUP, INC. | 06-1053228 | — | NONE | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Value Index Adm 65,485 shares | Mutual Funds | — | $65K | $4.3M | 11.7% | |
| Vanguard 500 Index Admiral 7,556 shares | Common Collective Trusts | — | $8K | $4.1M | 11.1% | |
| William Blair Large Cap Growth 107,539 shares | Other securities | — | $108K | $3.2M | 8.5% | |
| Palmer Square Income Plus 300,629 shares | Other securities | — | $301K | $3.0M | 8.1% | |
| WCM Focused Intl Growh 108,719 shares | Other securities | — | $109K | $2.4M | 6.4% | |
| Vanguard Growth Index Adm 10,665 shares | Mutual Funds | — | $11K | $2.3M | 6.1% | |
| American Funds Mortgage F3 259,585 shares | Mutual Funds | — | $260K | $2.2M | 6.0% | |
| AMG River Road Small-Mid Cap Value 172,661 shares | Other securities | — | $173K | $1.7M | 4.7% | |
| FMI Common Stock International 45,548 shares | Common Stocks | — | $46K | $1.7M | 4.5% | |
| AQR Risk-Balanced Commodities 186,886 shares | Mutual Funds | — | $187K | $1.6M | 4.4% | |
| Hartford Dividend & Growth R6 42,080 shares | Other securities | — | $42K | $1.5M | 3.9% | |
| Money Market Fund Federated Government Obligation Fund 1,348,367 shares | Cash / Money Market | — | $1.3M | $1.3M | 3.6% | |
| Vanguard Total Bond Mkt Index Adm 91,520 shares | Mutual Funds | — | $92K | $868K | 2.3% | |
| Vanguard Small Cap Value Index Adm 10,105 shares | Mutual Funds | — | $10K | $861K | 2.3% | |
| Baron Growth Fund Inst Shares 8,248 shares | Other securities | — | $8K | $788K | 2.1% | |
| T Rowe Price Growth Stock I 6,538 shares | Mutual Funds | — | $7K | $693K | 1.9% | |
| Brandywine Global Corp CR IS SHS 63,545 shares | Common Stocks | — | $64K | $674K | 1.8% | |
| Dodge & Cox Global Bond 62,235 shares | Mutual Funds | — | $62K | $654K | 1.8% | |
| Vanguard Small Cap Index Fd Adm 5,120 shares | Mutual Funds | — | $5K | $590K | 1.6% | |
| Vanguard Mid Cap Index Adm 1,383 shares | Mutual Funds | — | $1K | $452K | 1.2% | |
| Vanguard Total Intl Stock Index Adm 13,736 shares | Mutual Funds | — | $14K | $435K | 1.2% | |
| MFS International Value R5 11,636 shares | Mutual Funds | — | $12K | $417K | 1.1% | |
| T Rowe Price Dividend Growth Fund I Class 3,566 shares | Mutual Funds | — | $4K | $274K | 0.7% | |
| Vanguard Mid-Cap Value Index Admiral 2,639 shares | Mutual Funds | — | $3K | $221K | 0.6% | |
| Virtus Seix Floating Rate High Inc 24,654 shares | Bonds / Notes | — | $25K | $193K | 0.5% | |
| Metro West Total Return Bond Fd Cl Inst 18,005 shares | Other securities | — | $18K | $160K | 0.4% | |
| Thompson Bond Fund 14,736 shares | Other securities | — | $15K | $153K | 0.4% | |
| Calvert Emerging Mkts Equity A 7,206 shares | Other securities | — | $7K | $123K | 0.3% | |
| Vanguard Small Cap Growth Idx Adm 1,127 shares | Common Collective Trusts | — | $1K | $111K | 0.3% | |
| Vanguard GNMA Admiral Class Fund #536 11,052 shares | Agency / Mortgage-Backed | — | $11K | $101K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
