Becky Messmann signed Ixonia Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ixonia Bank's EIN is 39-0369710.
Download the official 2024 Form 5500 (PDF) for Ixonia Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ixonia Bank'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP LLC | — | MORRISTOWN, NJ | INVESTMENT ADVISOR | $51K | — |
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 500 Index | Common Collective Trusts | — | — | $1.5M | 9.9% | |
| Fidelity Freedom Index 2045 Investor | Mutual Funds | — | — | $1.2M | 8.2% | |
| Fidelity Freedom Index 2035 Investor | Mutual Funds | — | — | $1.0M | 6.9% | |
| T. Rowe Price All-Cap Opportunities Inv | Other securities | — | — | $949K | 6.4% | |
| Fidelity Freedom Index 2040 Investor | Mutual Funds | — | — | $938K | 6.4% | |
| Fidelity Freedom Index 2060 Investor | Mutual Funds | — | — | $846K | 5.7% | |
| Fidelity International Index | Mutual Funds | — | — | $724K | 4.9% | |
| Fidelity Freedom Index 2055 Investor | Mutual Funds | — | — | $623K | 4.2% | |
| JP Morgan Equity Income | Other securities | — | — | $572K | 3.9% | |
| Fidelity Freedom Index 2050 Investor | Mutual Funds | — | — | $531K | 3.6% | |
| Fidelity Freedom Index 2030 Investor | Mutual Funds | — | — | $526K | 3.6% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $511K | 3.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $445K | 3.0% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $403K | 2.7% | |
| PIMCO Diversified Inc Instl | Mutual Funds | — | — | $372K | 2.5% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $366K | 2.5% | |
| Allspring Special Mid Cap Value | Other securities | — | — | $350K | 2.4% | |
| T. Rowe Price Capital Appreciation | Other securities | — | — | $314K | 2.1% | |
| MFS International Growth | Mutual Funds | — | — | $306K | 2.1% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $297K | 2.0% | |
| Janus Henderson Balanced | Mutual Funds | — | — | $278K | 1.9% | |
| American Funds New World | Mutual Funds | — | — | $235K | 1.6% | |
| Fidelity Mid Cap Growth Index | Mutual Funds | — | — | $204K | 1.4% | |
| Fidelity Freedom Index 2025 Investor | Mutual Funds | — | — | $201K | 1.4% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $182K | 1.2% | |
| Virtus KAR International Small-Mid Cap | Other securities | — | — | $177K | 1.2% | |
| American Funds New Perspective | Mutual Funds | — | — | $166K | 1.1% | |
| Principal Real Estate Securities Inst | Other securities | — | — | $151K | 1.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $150K | 1.0% | |
| T. Rowe Price Small Cap Value Fund | Other securities | — | — | $118K | 0.8% | |
| Columbia Small Cap Growth | Other securities | — | — | $111K | 0.7% | |
| Fidelity Freedom Index 2020 Investor | Mutual Funds | — | — | $20K | 0.1% | |
| Fidelity Freedom Index Income Investor | Mutual Funds | — | — | $6K | <0.1% | |
| GALLIARD STABLE RETURN FUND M WELLS FARGO MUTUAL FUNDS · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
