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Original filing (PDF)20250807134335NAL0004291744001
ESQUIRE BANK
Form 5500
FILING_RECEIVED
ESQUIRE BANK 401(K) PLAN
401(k) retirement plan
Active participants
141
Accounts w/ balance
128
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ESQUIRE BANK.
Plan sponsor
Name
ESQUIRE BANK
EIN
34-2065079
Address
100 JERICHO QUADRANGLE · SUITE 100 · JERICHO, NY · 11758
Phone
(516) 535-2002
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
2025-08-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $350 | — |
Investments
38 direct securities· $11.2M(97% of reported assets)
Uncategorized
$11.1M
37 holdings
Mutual Funds
$99K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Freedom 2030 Fund – Class K # | — | — | — | $2.4M | 20.6% | |
| Fidelity Investments Blue Chip GrowthFund # | — | — | — | $1.1M | 9.4% | |
| Fidelity Investments Freedom 2035 Fund – Class K # | — | — | — | $934K | 8.1% | |
| Fidelity Investments Freedom 2040 Fund – Class K # | — | — | — | $563K | 4.9% | |
| Fidelity Investments Fidelity Fund # | — | — | — | $427K | 3.7% | |
| Fidelity Investments Capital Appreciation Fund # | — | — | — | $418K | 3.6% | |
| Fidelity Investments OTC Portfolio # | — | — | — | $408K | 3.5% | |
| Fidelity Investments Total Market Index Fund # | — | — | — | $385K | 3.3% | |
| Fidelity Investments Freedom 2050 Fund – Class K # | — | — | — | $376K | 3.2% | |
| Fidelity Investments Focused Stock Fund # | — | — | — | $359K | 3.1% | |
| Fidelity Investments Large Cap Stock Fund # | — | — | — | $356K | 3.1% | |
| Fidelity Investments Freedom 2045 Fund – Class K # | — | — | — | $338K | 2.9% | |
| Fidelity Investments Government Money Market Fund # | — | — | — | $303K | 2.6% | |
| Fidelity Investments Freedom 2055 Fund – Class K # | — | — | — | $302K | 2.6% | |
| Fidelity Investments Dividend Growth Fund # | — | — | — | $242K | 2.1% | |
| Fidelity Investments Value Fund # | — | — | — | $240K | 2.1% | |
| Fidelity Investments Growth Strategies Fund # | — | — | — | $238K | 2.1% | |
| Fidelity Investments Equity Dividend Income Fund # | — | — | — | $221K | 1.9% | |
| Fidelity Investments Freedom 2060 Fund – Class K # | — | — | — | $207K | 1.8% | |
| Fidelity Investments Leveraged Company Stock Fund # | — | — | — | $162K | 1.4% | |
| Fidelity Investments Equity-Income Fund # | — | — | — | $150K | 1.3% | |
| Fidelity Investments Small Cap Value Fund # | — | — | — | $144K | 1.2% | |
| Fidelity Investments International Capital Appreciation Fund # | — | — | — | $139K | 1.2% | |
| Fidelity Investments Overseas Fund # | — | — | — | $116K | 1.0% | |
| s * Fidelity Investments Intermediate Bond Fund # | Mutual Funds | — | — | $99K | 0.9% | |
| Fidelity Investments Investment Grade Bond Fund # | — | — | — | $84K | 0.7% | |
| dates through June 2028 # | — | — | — | $83K | 0.7% | |
| Fidelity Investments Real Estate Investment Portfolio # | — | — | — | $78K | 0.7% | |
| Fidelity Investments Freedom 2025 Fund – Class K # | — | — | — | $70K | 0.6% | |
| Fidelity Investments Extended Market Index Fund # | — | — | — | $67K | 0.6% | |
| Fidelity Investments Total Bond Fund # | — | — | — | $64K | 0.6% | |
| Fidelity Investments Value Strategies Fund # | — | — | — | $36K | 0.3% | |
| Fidelity Investments Freedom Income Fund – Class K # | — | — | — | $33K | 0.3% | |
| Fidelity Investments Freedom 2065 Fund – Class K # | — | — | — | $29K | 0.2% | |
| Fidelity Investments Freedom 2015 Fund – Class K # | — | — | — | $25K | 0.2% | |
| Fidelity Investments Freedom 2020 Fund – Class K # | — | — | — | $19K | 0.2% | |
| Fidelity Investments Short-Term Bond Fund # | — | — | — | $16K | 0.1% | |
| Fidelity Investments Small Cap Discovery Fund # | — | — | — | $12K | <0.1% |
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