Jeffery Joyce signed North Salem State Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North Salem State Bank's EIN is 35-0551480.
Download the official 2024 Form 5500 (PDF) for North Salem State Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)North Salem State 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $763 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J. W. COLE ADVISORS, INC. | — | TAMPA, FL | INVESTMENT ADVISOR | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $6.2M | 95.4% | |
| EB MAGIC 40 STABLE VALUE FUND KEYBANK, NA(EB MAGIC FUND) · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $390K | 6.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EAGLE ACTUARIAL SERVICES, LLC | — | NORTH SALEM, IN | CONTRACT ADMIN | $1K | — |
