Brian Banet signed First Eldorado Bancshares, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Eldorado Bancshares, Inc.'s EIN is 37-1254831.
Download the official 2024 Form 5500 (PDF) for First Eldorado Bancshares, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Eldorado Bancshares, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $25K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL | 41-0973005 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 12.3% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 10.1% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $1.2M | 9.3% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.1M | 8.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $889K | 7.2% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $885K | 7.1% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $764K | 6.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $729K | 5.9% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $672K | 5.4% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $612K | 4.9% | |
| TRP SCI & TECHNOLOGY I | Registered Investment Companies | — | — | $425K | 3.4% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $317K | 2.6% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $284K | 2.3% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $211K | 1.7% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $188K | 1.5% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $176K | 1.4% | |
| PIMCO STOCKSPLUS INTL I | Registered Investment Companies | — | — | $168K | 1.4% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $148K | 1.2% | |
| FEDERATED MDT SM CAP CORE R6 510 REGISTERED INVESTMENT COMPANY BNY MELLON NATURAL RESOURCES I | Registered Investment Companies | — | — | $142K | 1.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $102K | 0.8% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $96K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $50K | 0.4% | |
| THORNBURG SM CAP CORE FUND R4 | Registered Investment Companies | — | — | $47K | 0.4% | |
| FEDERATED HERMES OPP HIYLD BND | Registered Investment Companies | — | — | $47K | 0.4% | |
| PATIENT OPPORTUNITY I | Registered Investment Companies | — | — | $25K | 0.2% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $23K | 0.2% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $21K | 0.2% | |
| PIMCO MODERATE DURATION - INST | Registered Investment Companies | — | — | $19K | 0.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $18K | 0.1% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $11K | <0.1% | |
| AMF MOD GI PORT R6 | Registered Investment Companies | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $27K |
| — |
