Richard Englund signed First Bank Upper Michigan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Bank Upper Michigan's EIN is 38-0579985.
Download the official 2024 Form 5500 (PDF) for First Bank Upper Michigan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Bank Upper Michigan'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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $817 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITY NATIONAL BANK | 42-0943319 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $27.3M | 94.1% |
| TRUSTEE |
| $3K |
| — |
