Debbie Durham signed Sullivan Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sullivan Bank's EIN is 43-0170310.
Download the official 2024 Form 5500 (PDF) for Sullivan Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sullivan Bank's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT ADVISOR | $24K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | $8K | $1.6M | 13.2% | |
| Self-Directed Brokerage Accounts * Various | Self-Directed Brokerage | — | — | $1.5M | 13.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | $27K | $1.3M | 10.8% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | $29K | $1.1M | 9.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | $28K | $936K | 7.9% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | $40K | $862K | 7.3% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $862K | 7.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | $29K | $797K | 6.8% | |
| Baird Aggregate Bond Fund Class Institutional | Other securities | — | $80K | $768K | 6.5% | |
| Baird Ultra Short Bond Investment Fund | U.S. Treasuries | — | $65K | $659K | 5.6% | |
| SCH. H ITEM 4i - SCHEDULE OF ASSETS HELD FOR INVESTMENT PURPOSES AT December 31, 2024 Issuer and Description Number of Units Current Value Mutual Funds Fidelity Government Money Market | Mutual Funds | — | $273K | $273K | 2.3% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | $5K | $240K | 2.0% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | $12K | $216K | 1.8% | |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | $16K | $191K | 1.6% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | $3K | $161K | 1.4% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | $4K | $152K | 1.3% | |
| DFA Global Real Estate Securities Portfolio | Mutual Funds | — | $14K | $143K | 1.2% | |
| Empower Guaranteed Income Fund | Guaranteed Income / GIC | — | — | $142K | 1.2% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | $6K | $133K | 1.1% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | $3K | $115K | 1.0% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | $10K | $103K | 0.9% | |
| JP Morgan Emerging Markets Equity Fund Class R6 | Other securities | — | $3K | $94K | 0.8% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | $3K | $90K | 0.8% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | $6K | $78K | 0.7% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | $4K | $75K | 0.6% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | $2K | $61K | 0.5% | |
| Vanguard Target Retirement 2055 Fund 46 | Mutual Funds | — | — | $3K | <0.1% |
