April Matalavy signed First State Financial Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First State Financial Corporation's EIN is 38-2387765.
Download the official 2024 Form 5500 (PDF) for First State Financial Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First State Financial Corporation'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | INVESTMENT ADVISOR | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $33.9M | 92.6% | |
| VANG RET SAV TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
