Morton Community Bank's EIN is 37-0808298.
Download the official 2024 Form 5500 (PDF) for Morton Community Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morton Community Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | CUSTODIAN | $225 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| Self-directed brokerage accounts Various | Self-Directed Brokerage | — | — | $33.4M | 57.4% | |
| Vanguard Equity Inc. Fd Admiral Shs Mutual Fund | Mutual Funds | — | — | $7.0M | 12.0% | |
| Schwab S&P 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.8M | 6.6% | |
| T Rowe Price All Cap Opportunities Fund Mutual Fund | Mutual Funds | — | — | $3.5M | 5.9% | |
| Vanguard Short-Term Invest Grade Mutual Fund | Mutual Funds | — | — | $2.0M | 3.5% | |
| TCW Metwest Total Return Mutual Fund | Other securities | — | — | $2.0M | 3.5% | |
| Wasatch Core Growth I Mutual Fund | Other securities | — | — | $1.8M | 3.1% | |
| Vanguard Small Cap Value Index Mutual Fund | Mutual Funds | — | — | $1.7M | 2.9% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST CO. · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $326K | 0.6% | |
| maturities ranging from 6/06/2025 through 6/29/2029 - | Other securities | — | — | $232K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-4389114 |
| — |
| RECORDKEEPER |
| $70K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVID VAUGHAN INVESTMENTS, LLC | 37-1272863 | — | INVESTMENT ADVISOR | $44K | — |
