Jessica Brown signed Peoples State Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Peoples State Bank's EIN is 39-0987942.
Download the official 2024 Form 5500 (PDF) for Peoples State Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Peoples State 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST COMPANY | 82-3967259 | — | CUSTODIAN | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 45-6062081 | — | INVESTMENT ADVISOR | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $19.7M | 74.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $2.9M | 10.9% | |
| [Assets held in common collective trust] | Other | — | — | $2.2M | 8.2% | |
| BLACKROCK EQUITY INDEX FUND CL 1 GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.7M | 6.3% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $280K | 1.1% | |
| [Assets held in participant loans] | Other | — | — | $219K | 0.8% | |
| BLACKROCK EAFE EQUITY INDEX FUND R GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $94K | 0.4% | |
| BLACKROCK US TIPS INDEX CL 1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $64K | 0.2% | |
| BLACKROCK US DEBT INDEX FUND CL 1 GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $43K | 0.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | — | TPA | $25K | — |
