Heidi Worrall signed Cedar Valley Bankshares, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cedar Valley Bankshares, Ltd.'s EIN is 42-1185784.
Download the official 2024 Form 5500 (PDF) for Cedar Valley Bankshares, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cedar Valley Bankshares, Ltd.'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $58K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock | Other securities | — | — | $4.1M | 25.8% | |
| MFS | Mutual Funds | — | — | $3.0M | 19.0% | |
| PIMCO | Mutual Funds | — | — | $1.7M | 10.7% | |
| iShares | Other securities | — | — | $1.3M | 8.4% | |
| Nuveen | Mutual Funds | — | — | $1.0M | 6.6% | |
| iShares | Other securities | — | — | $883K | 5.6% | |
| Columbia | Other securities | — | — | $775K | 4.9% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $613K | 3.9% | |
| BlackRock | Other securities | — | — | $612K | 3.9% | |
| Oppenheimer | Mutual Funds | — | — | $587K | 3.7% | |
| Janus | Mutual Funds | — | — | $462K | 2.9% | |
| Janus | Mutual Funds | — | — | $303K | 1.9% | |
| iShares | Other securities | — | — | $271K | 1.7% | |
| Janus | Mutual Funds | — | — | $134K | 0.8% | |
| Loans | Other securities | — | — | $13K | <0.1% | |
| iShares | Other securities | — | — | $9K | <0.1% | |
| BlackRock | Other securities | — | — | $167 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
