Cyndi PREY signed Bank Five NINE's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bank Five NINE's EIN is 39-0148000.
Download the official 2024 Form 5500 (PDF) for Bank Five NINE from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bank Five NINE'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $2.8M | 7.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $2.8M | 7.8% | |
| PGIM JENNISON MD CP GTH R6 FD | Other securities | — | $0 | $2.8M | 7.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $2.7M | 7.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $2.6M | 7.1% | |
| VANGUARD GNMA ADMIRAL FUND | Agency / Mortgage-Backed | — | $0 | $2.4M | 6.6% | |
| VICTORY SYCAMORE EST VAL R6 FD | Other securities | — | $0 | $1.9M | 5.3% | |
| PUTNAM LARGE CAP GROWTH R6 FD | Mutual Funds | — | $0 | $1.8M | 5.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.8M | 5.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $1.5M | 4.1% | |
| VANGD TTL INTL BOND IDX ADM FD | Common Collective Trusts | — | $0 | $1.5M | 4.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.5M | 4.1% | |
| PIMCO INTL BOND (USD-HDG) I FD | Mutual Funds | — | $0 | $1.4M | 4.0% | |
| PRIN LIFETIME HYB 2070 CIT Z | Common Collective Trusts | — | $0 | $1.2M | 3.3% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $1.2M | 3.2% | |
| PRIN FIXED INC GUAR OPTION | Common Stocks | — | $0 | $1.2M | 3.2% | |
| Participant Loans | Participant loans | — | $0 | $1.2M | 3.2% | |
| VANGUARD TL STK MKT IDX ADM FD | Common Collective Trusts | — | $0 | $940K | 2.6% | |
| FIDELITY US BOND INDEX FUND | Common Collective Trusts | — | $0 | $820K | 2.3% | |
| VANGUARD SM CAP INDEX ADM FUND | Mutual Funds | — | $0 | $750K | 2.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | $0 | $669K | 1.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $660K | 1.8% | |
| JP MORGAN US VALUE R6 FUND | Other securities | — | $0 | $583K | 1.6% | |
| GOLDMAN SACHS GQG PRT INT O R6 | Other securities | — | $0 | $558K | 1.6% | |
| ARTISAN INTL VALUE INST FUND | Other securities | — | $0 | $287K | 0.8% | |
| FIDELITY 500 INDEX FUND | Common Collective Trusts | — | $0 | $232K | 0.6% | |
| COHEN & STEERS US REALTY RS FD SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $232K | 0.6% | |
| VGD TTL INTL STK IDX ADM FD | Common Collective Trusts | — | $0 | $231K | 0.6% | |
| BLACKROCK STRA INC OPP K FD | Common Stocks | — | $0 | $227K | 0.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $226K | 0.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z | Common Collective Trusts | — | $0 | $202K | 0.6% | |
| COHEN & STEERS US REALTY RS FD | Other securities | — | $0 | $194K | 0.5% | |
| BAIRD CORE PLUS BOND I FUND | Other securities | — | $0 | $172K | 0.5% | |
| PRIN LIFETIME HYBR 2015 CIT Z | Common Collective Trusts | — | $0 | $95K | 0.3% | |
| AMERICAN FUNDS NEWWORLD R6 | Mutual Funds | — | $0 | $93K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $93K | 0.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $78K | 0.2% | |
| AM FDS AM HI-INC TRS R6 FUND | Common Stocks | — | $0 | $72K | 0.2% | |
| AM FUNDS INFLA LINKED BD R6 FD | Other securities | — | $0 | $28K | <0.1% |
