Bobbie Jorgensen signed Park Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Park Bank's EIN is 39-1076859.
Download the official 2024 Form 5500 (PDF) for Park Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Park Bank's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE 2045 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 259 | Common Collective Trust | — | — | $2.6M | 10.2% | |
| Schwab S&P 500 Index | Common Collective Trusts | — | — | $2.2M | 8.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 260 | Common Collective Trust | — | — | $1.9M | 7.4% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $1.7M | 6.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 261 | Common Collective Trust | — | — | $1.4M | 5.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 262 | Common Collective Trust | — | — | $1.4M | 5.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 272 | Common Collective Trust | — | — | $1.4M | 5.4% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $1.1M | 4.4% | |
| Key Guaranteed Portfolio Fund | Other securities | — | — | $1.0M | 4.0% | |
| PGIM T otal Return Bond R6 | Other securities | — | — | $919K | 3.6% | |
| Fidelity Intl Capital Appreciation K6 | Mutual Funds | — | — | $797K | 3.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 258 | Common Collective Trust | — | — | $792K | 3.1% | |
| Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $744K | 3.0% | |
| Schwab Small Cap Index | Mutual Funds | — | — | $692K | 2.7% | |
| Vanguard Mid Cap Index Fund - Adm iral | Common Collective Trusts | — | — | $635K | 2.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 273 | Common Collective Trust | — | — | $609K | 2.4% | |
| Vanguard Developed Markets Index Adm iral | Mutual Funds | — | — | $607K | 2.4% | |
| JP Morgan US Equity R6 | Other securities | — | — | $482K | 1.9% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 X PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $474K | 1.9% | |
| Blackrock Emerging Markets K | Other securities | — | — | $449K | 1.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $446K | 1.8% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $405K | 1.6% | |
| AB Small Cap Growth Z | Other securities | — | — | $372K | 1.5% | |
| Vanguard Interm-Term Bond Index Adm | Mutual Funds | — | — | $365K | 1.4% | |
| Franklin Small Cap Value R6 | Mutual Funds | — | — | $362K | 1.4% | |
| Invesco Value Opportunities R6 | Mutual Funds | — | — | $331K | 1.3% | |
| PIMCO Income Instl | Mutual Funds | — | — | $272K | 1.1% | |
| Principal Real Estate Securities Inst | Other securities | — | — | $222K | 0.9% | |
| Blackrock Health Sciences Opps K | Other securities | — | — | $172K | 0.7% | |
| Blackrock Technology Opportunities Instl | Other securities | — | — | $103K | 0.4% | |
| Blackrock Inflation Protected Bond K | Other securities | — | — | $91K | 0.4% | |
| PGIM High-Yield R6 | Other securities | — | — | $82K | 0.3% | |
| American Funds Capital World Bond R6 | Mutual Funds | — | — | $60K | 0.2% | |
| Notes receivable from participants (4.25% - 9.5%) - | Bonds / Notes | — | — | $43K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| MADISON, WI |
| INVESTMENT ADVISOR |
| $48K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEAK RETIREMENT GROUP | — | MADISON, WI | CONTRACT ADMIN | $3K | — |
