Stephanie Kane signed State Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
State Bank's EIN is 35-0683790.
Download the official 2024 Form 5500 (PDF) for State Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Trgt Date Retire R6 96,402 shares | Mutual Funds | — | $96K | $1.7M | 19.0% | |
| Fidelity Small Cap Index 8 shares 222 Ishares S&P 500 Index K 1,882 shares | Common Collective Trusts | — | $2K | $1.3M | 14.8% | |
| MFS Growth R6 4,355 shares | Mutual Funds | — | $4K | $886K | 10.1% | |
| Fidelity Mid Cap Index 25,119 shares | Mutual Funds | — | $25K | $848K | 9.7% | |
| American Funds 2040 Trgt Date Retire R6 28,310 shares | Mutual Funds | — | $28K | $582K | 6.6% | |
| American Funds 2045 Trgt Date Retire R6 23,444 shares | Mutual Funds | — | $23K | $497K | 5.7% | |
| American Funds 2035 Trgt Date Retire R6 23,401 shares | Mutual Funds | — | $23K | $446K | 5.1% | |
| American Funds 2020 Trgt Date Retire R6 28,341 shares | Mutual Funds | — | $28K | $381K | 4.3% | |
| American Funds 2025 Trgt Date Retire R6 19,204 shares | Mutual Funds | — | $19K | $292K | 3.3% | |
| American Funds 2050 Trgt Date Retire R6 13,255 shares | Mutual Funds | — | $13K | $277K | 3.2% | |
| American Funds 2055 Trgt Date Retire R6 10,380 shares | Mutual Funds | — | $10K | $274K | 3.1% | |
| PIMCO Income Instl 23,586 shares | Mutual Funds | — | $24K | $248K | 2.8% | |
| American Funds Strategic Bond R6 25,853 shares | Mutual Funds | — | $26K | $232K | 2.6% | |
| Collective Trust Fund GWI Fixed Account - Series Class III 1.91% | Common Collective Trusts | — | — | $219K | 2.5% | |
| MFS Intil Diversification R6 7,136 shares | Mutual Funds | — | $7K | $163K | 1.9% | |
| American Funds 2060 Trgt Date Retire R6 5,415 shares | Mutual Funds | — | $5K | $97K | 1.1% | |
| American Funds 2065 Trgt Date Retire R6 5,142 shares | Mutual Funds | — | $5K | $90K | 1.0% | |
| Allspring Special Small Cap Value R6 2,122 shares | Mutual Funds | — | $2K | $85K | 1.0% | |
| Lord Abbett Developing Growth R6 2,797 shares | Mutual Funds | — | $3K | $84K | 1.0% | |
| American Funds American Balanced R6 1,489 shares | Mutual Funds | — | $1K | $51K | 0.6% | |
| Participant Loans Various maturity dates through November 2029; interest rates from 5.25% to 10.50% | Bonds / Notes | — | — | $45K | 0.5% | |
| American Funds 2015 Trgt Date Retire R6 264 shares | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
