AMY Bauer signed Coulee Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coulee Bank's EIN is 39-0978524.
Download the official 2024 Form 5500 (PDF) for Coulee Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coulee 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 |
|---|---|---|---|---|---|
| TRUST POINT | 39-0415000 | — | NONE | $60K | — |
| HAWKINS ASH CPAS, LLP | 39-0912608 | — | NONE | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $4.3M | 31.8% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $1.1M | 8.1% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $1.1M | 7.8% | |
| Dodge & Cox Stock Fund Class X | Mutual Funds | — | — | $998K | 7.3% | |
| Glenmede Secured Options I | Other securities | — | — | $874K | 6.4% | |
| Baird Short Term Bd Instl | Other securities | — | — | $621K | 4.6% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $600K | 4.4% | |
| Oakmark International R6 | Other securities | — | — | $532K | 3.9% | |
| PIMCO Income Fund I | Mutual Funds | — | — | $521K | 3.8% | |
| Conestoga Small Cap Inst | Other securities | — | — | $460K | 3.4% | |
| William Blair Small Cap Value Fund R6 | Other securities | — | — | $425K | 3.1% | |
| Vanguard Small-Cap Index Admiral | Mutual Funds | — | — | $357K | 2.6% | |
| GQG Partners Emerging Markets EQTY I | Other securities | — | — | $291K | 2.1% | |
| Arga Emerging Markets Value Fund | Other securities | — | — | $290K | 2.1% | |
| Vanguard Information Technology Index Adm | Mutual Funds | — | — | $227K | 1.7% | |
| Vanguard Total Stock Market Index Admiral | Common Collective Trusts | — | — | $212K | 1.6% | |
| Fidelity Investments Instl Money Market Portfolio | Mutual Funds | — | — | $208K | 1.5% | |
| Harbor Capital Appreciation Retirement | Other securities | — | — | $204K | 1.5% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $117K | 0.9% | |
| Metropolitan West Total Return Bond I | Other securities | — | — | $48K | 0.4% | |
| American Beacon Developing World Inc R5 | Common Stocks | — | — | $48K | 0.4% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $29K | 0.2% | |
| Fidleity Investments Govt Inst Money Market Portfolio | Cash / Money Market | — | — | $23K | 0.2% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $9K | <0.1% | |
| Vanguard FTSE Social Index ADM | Mutual Funds | — | — | $3K | <0.1% | |
| Calvert International Responsible Index | Other securities | — | — | $2K | <0.1% | |
| PIMCO International Bond USD-Hedged I | Mutual Funds | — | — | $143 | <0.1% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / 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.
