1ST Source Corporation's EIN is 35-1068133.
Download the official 2024 Form 5500 (PDF) for 1ST Source Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)1ST Source Corporation's plan includes profit-sharing, a 401(k) feature, an ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | — | BOSTON, MA | TPA | $143K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MIDWEST SERIES OF LOCKTON COMPANIES | 20-3354970 | CHICAGO, IL | CONSULTANT | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund 98,065 shares | Mutual Funds | — | $25.5M | $53.2M | 19.9% | |
| * 1st Source Corporation 699,883 shares | Common Stocks | — | $22.2M | $40.9M | 15.2% | |
| Vanguard Russell 1000 Growth Index Fund 1,038,114 shares | Common Collective Trusts | — | $22.8M | $33.0M | 12.3% | |
| Boston Partners All Cap Value Instl Fund 1,948,200 shares | Other securities | — | $26.5M | $31.4M | 11.7% | |
| Dodge & Cox Income Fund 41,547 shares | Mutual Funds | — | $26.1M | $24.1M | 9.0% | |
| Vanguard Wellington Admiral Fund 248,307 shares | Mutual Funds | — | $17.7M | $18.4M | 6.9% | |
| MFS International Growth Fund 404,396 shares | Mutual Funds | — | $14.9M | $16.7M | 6.2% | |
| Vanguard Small-Cap Index Fund 93,767 shares | Common Collective Trusts | — | $9.9M | $10.8M | 4.0% | |
| Federated Hermes Government Obligations Fund 7,941,657 shares | Other securities | — | $7.9M | $7.9M | 3.0% | |
| Lord Abbett Short Duration Income Fund 1,972,408 shares | Mutual Funds | — | $8.1M | $7.6M | 2.8% | |
| T. Rowe Price Mid-Cap Growth Fund 67,528 shares | Other securities | — | $6.6M | $6.8M | 2.5% | |
| American 2030 Target Date Retire Fund 190,317 shares | Other securities | — | $3.1M | $3.3M | 1.2% | |
| American 2040 Target Date Retire Fund 100,587 shares | Other securities | — | $2.3M | $2.5M | 0.9% | |
| American 2060 Target Date Retire Fund 119,559 shares | Other securities | — | $1.6M | $1.8M | 0.7% | |
| American 2050 Target Date Retire Fund 80,014 shares | Other securities | — | $1.5M | $1.7M | 0.6% | |
| 10.50%. — | Bonds / Notes | — | — | $819K | 0.3% | |
| American 2020 Target Date Retire Fund 17,399 shares | Other securities | — | $234K | $234K | <0.1% | |
| American 2010 Target Date Retire Fund 3,264 shares | Other securities | — | $38K | $38K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS | 44-0160260 | DALLAS, TX | AUDITOR | $20K | — |
