Steve Finnegan signed CUSB Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CUSB Bank's EIN is 42-0201590.
Download the official 2024 Form 5500 (PDF) for CUSB Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CUSB 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 | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $3.3M | 20.7% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $2.6M | 15.9% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $1.9M | 12.0% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $1.7M | 10.7% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $1.6M | 9.6% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $1.5M | 9.5% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $908K | 5.6% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $669K | 4.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $445K | 2.8% | |
| Fixed Account | Other securities | — | — | $278K | 1.7% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $251K | 1.6% | |
| Participants Interest rates range from 4.25% - 9.5% | Bonds / Notes | — | — | $228K | 1.4% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $192K | 1.2% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $146K | 0.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $89K | 0.5% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $85K | 0.5% | |
| Fidelity International Index | Mutual Funds | — | — | $65K | 0.4% | |
| BlackRock Total Return K | Other securities | — | — | $58K | 0.4% | |
| JP Morgan Small Cap Value R6 | Other securities | — | — | $39K | 0.2% | |
| Franklin Small Cap Index | Mutual Funds | — | — | $22K | 0.1% | |
| Fidelity R6 | Mutual Funds | — | — | $12K | <0.1% | |
| Invesco Developing Markets | Mutual Funds | — | — | $7K | <0.1% | |
| T Rowe Price Diversified Mid Cap GR I | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $4K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $135 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | 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.
| WELLTH ADVISORY SERVICES LLC | — | JOLIET, IL | INVESTMENT ADVISOR | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FINWAY GROUP LLC | — | WEST DES MOINES, IA | OTHER | $3K | — |
| CUSB BANK | — | CRESCO, IA | OTHER | $325 | — |
