Stephanie Burack signed Thumb Bank and Trust's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thumb Bank and Trust's EIN is 38-0929290.
Download the official 2024 Form 5500 (PDF) for Thumb Bank and Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thumb Bank and Trust's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $425 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Equity Growth Z | Mutual Funds | — | — | $1.4M | 10.1% | |
| Fidelity Advisor Growth Opportunities Z | Mutual Funds | — | — | $1.4M | 10.0% | |
| Fidelity Advisor Growth & Income Z | Mutual Funds | — | — | $1.3M | 9.0% | |
| Fidelity Advisor Stock Selector Mid Cap Z | Mutual Funds | — | — | $1.1M | 8.0% | |
| Fidelity Advisor Capital & Income Z | Mutual Funds | — | — | $1.0M | 7.3% | |
| Fidelity Advisor Small Cap Fund Z | Mutual Funds | — | — | $696K | 4.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $690K | 4.9% | |
| Fidelity Advisor Stock Selector Z | Mutual Funds | — | — | $616K | 4.4% | |
| Fidelity Advisor International Cap Appreciation Z | Mutual Funds | — | — | $572K | 4.0% | |
| Fidelity Advisor Limited Term Bond Z | Mutual Funds | — | — | $537K | 3.8% | |
| Fidelity Advisor Equity Income Z | Mutual Funds | — | — | $507K | 3.6% | |
| Fidelity Management Trust Company Fidelity Advisor Value Strategies Fund I | Mutual Funds | — | — | $461K | 3.3% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $411K | 2.9% | |
| Fidelity Advisor Freedom 2035 K6 | Mutual Funds | — | — | $403K | 2.9% | |
| Fidelity Advisor Equity Value Z | Mutual Funds | — | — | $391K | 2.8% | |
| Fidelity Advisor Freedom 2025 K6 | Mutual Funds | — | — | $362K | 2.6% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $297K | 2.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $235K | 1.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $229K | 1.6% | |
| Fidelity Advisor Overseas Z | Mutual Funds | — | — | $221K | 1.6% | |
| Fidelity Advisor Freedom 2040 K6 | Mutual Funds | — | — | $206K | 1.5% | |
| Fidelity Advisor Freedom 2050 K6 | Mutual Funds | — | — | $179K | 1.3% | |
| Fidelity International Index | Mutual Funds | — | — | $171K | 1.2% | |
| Fidelity Advisor Balanced Z | Mutual Funds | — | — | $99K | 0.7% | |
| Fidelity Advisor Freedom 2065 K6 | Mutual Funds | — | — | $77K | 0.5% | |
| Fidelity Advisor Freedom Income K6 | Mutual Funds | — | — | $76K | 0.5% | |
| Fidelity Advisor Freedom 2045 K6 | Mutual Funds | — | — | $74K | 0.5% | |
| Fidelity Advisor Freedom 2060 K6 | Mutual Funds | — | — | $74K | 0.5% | |
| Fidelity Management Trust Company Money market funds - Fidelity Treasury MM | Mutual Funds | — | — | $72K | 0.5% | |
| Fidelity Advisor Freedom 2055 K6 | Mutual Funds | — | — | $66K | 0.5% | |
| Fidelity Advisor Freedom 2030 K6 | Mutual Funds | — | — | $52K | 0.4% | |
| Participants Participant notes receivable bearing interest at rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $46K | 0.3% | |
| Fidelity Advisor Freedom 2020 K6 | Mutual Funds | — | — | $20K | 0.1% | |
| Fidelity Advisor Freedom 2015 K6 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
