Wendy Whiting signed First Business Financial Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Business Financial Services' EIN is 39-1576570.
Download the official 2024 Form 5500 (PDF) for First Business Financial Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Business Financial Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST BUSINESS TRUST & INVESTMENTS | 39-0394950 | — | NONE | $24K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $88.3M | 94.1% |
