Becky Wiley signed County National Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
County National Bank's EIN is 38-0650660.
Download the official 2024 Form 5500 (PDF) for County National Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)County National Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | — | SERVICE PROVIDER | $13K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
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 |
|---|---|---|---|---|---|
| REHMANN ROBSON | 38-3635706 | — | SERVICE PROVIDER | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VOYA VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $25.5M | 90.2% | |
| Common collective trusts Great Gray Mycompass Index Moderate 2035 Fund R | Common Collective Trusts | — | — | $5.2M | 18.3% | |
| Great Gray Large Cap Growth Fund Iv R1 | Other securities | — | — | $4.0M | 14.0% | |
| Fidelity 500 Index Fund | Mutual Funds | — | — | $2.6M | 9.3% | |
| Great Gray Large Cap Value Fund R1 | Other securities | — | — | $2.1M | 7.5% | |
| Great Gray Mycompass Index Moderate 2045 Fund R | Other securities | — | — | $2.0M | 7.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2.0M | 7.0% | |
| Fully benefit-responsive investment contract with insurance company and Annuity Company Voya Fixed Contract (4450); maturity date 8/25/2028, 2.35% interest as of December 31, 2024 | Bonds / Notes | — | — | $1.9M | 6.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.4M | 5.1% | |
| Great Gray Mycompass Index Moderate Retirement Fund R | Other securities | — | — | $1.1M | 4.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 4.0% | |
| Great Gray Mycompass Index Moderate 2065 Fund R | Other securities | — | — | $878K | 3.1% | |
| American Funds American Funds Bond Fund Of America R6 | Mutual Funds | — | — | $793K | 2.8% | |
| Great Gray Mycompass Index Moderate 2055 Fund R | Other securities | — | — | $704K | 2.5% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $568K | 2.0% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $493K | 1.7% | |
| Dimensional Fund Advisors Dfa Real Estate Secs Port Ins | Mutual Funds | — | — | $409K | 1.4% | |
| Charles Schwab PCRA Self Directed Brokerage Account | Self-Directed Brokerage | — | — | $340K | 1.2% | |
| PIMCO Income Fund Institutional | Mutual Funds | — | — | $215K | 0.8% | |
| Great Gray Martin Currie Emerging Markets Cit R1 | Common Collective Trusts | — | — | $132K | 0.5% | |
| Great Gray Lord Abbett Small Cap Gr Eq Tr Ii Lh | Mutual Funds | — | — | $101K | 0.4% | |
| Voya Government Money Market F A (Hld Acct) | Cash / Money Market | — | — | $65K | 0.2% | |
| Great Gray Mid Cap Value Fund R1 | Other securities | — | — | $65K | 0.2% | |
| Great Gray Core Plus Bond Fund R1 | Other securities | — | — | $35K | 0.1% | |
| Great Gray Mycompass Index Conservative 2055 Fund | Other securities | — | — | $25K | <0.1% | |
| Great Gray Janus Henderson Enterprise Fund N | Mutual Funds | — | — | $15K | <0.1% | |
| First Eagle Investment First Eagle Small Cap Opportunity Cit 3 | Common Collective Trusts | — | — | $7K | <0.1% | |
| Great Gray Mycompass Index Aggressive 2045 Fund R | Common Collective Trusts | — | — | $4K | <0.1% | |
| Great Gray International Growth Fund Ii R1 | Common Collective Trusts | — | — | $3K | <0.1% | |
| Great Gray Mycompass Index Conservative 2035 Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Great Gray Mycompass Index Aggressive Retirement Fund R | Other securities | — | — | $2K | <0.1% | |
| MyCompass Ind Agg Ret Fd R Common Collective Trust | Common Collective Trusts | — | — | $2K | <0.1% |
