KIM Jakovich signed Commerce Bancshares, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Commerce Bancshares, Inc.'s EIN is 43-0889454.
Download the official 2024 Form 5500 (PDF) for Commerce Bancshares, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Commerce Bancshares, Inc.'s plan includes a 401(k) feature.
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 | -$338K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $235K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Commerce Bancshares, Inc. Common Stock | Common Stocks | — | — | $154.1M | 14.0% | |
| Fidelity 500 Index Inst | Common Collective Trusts | — | — | $135.0M | 12.3% | |
| T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $129.4M | 11.8% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $98.2M | 8.9% | |
| Vanguard Equity-Income Fund Admiral Shares | Mutual Funds | — | — | $47.0M | 4.3% | |
| T. Rowe Price Retirement 2030 Trust Class F | Other securities | — | — | $42.6M | 3.9% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $42.6M | 3.9% | |
| Commerce Bond Fund | Other securities | — | — | $42.6M | 3.9% | |
| T. Rowe Price Retirement 2040 Trust Class F | Other securities | — | — | $34.0M | 3.1% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $34.0M | 3.1% | |
| Vanguard Federal Money Market Fund Investor Shares | Mutual Funds | — | — | $32.1M | 2.9% | |
| T. Rowe Price Retirement 2025 Trust Class F | Other securities | — | — | $31.3M | 2.9% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $31.3M | 2.9% | |
| Vanguard Small Cap Value Index Fund - Institutional Class | Common Collective Trusts | — | — | $30.6M | 2.8% | |
| JPMorgan Mid Cap Growth Fund Class R6 | Other securities | — | — | $30.0M | 2.7% | |
| T. Rowe Price Retirement 2035 Trust Class F | Other securities | — | — | $29.6M | 2.7% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $29.6M | 2.7% | |
| Managed Income Portfolio Fund Class 2 | Other securities | — | — | $29.5M | 2.7% | |
| MIP II CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $29.5M | 2.7% | |
| T. Rowe Price Retirement 2050 Trust Class F | Other securities | — | — | $28.9M | 2.6% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $28.9M | 2.6% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $28.5M | 2.6% | |
| T. Rowe Price Retirement 2045 Trust Class F | Other securities | — | — | $23.2M | 2.1% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $23.2M | 2.1% | |
| T. Rowe Price Retirement 2055 Trust Class F | Other securities | — | — | $19.5M | 1.8% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $19.5M | 1.8% | |
| Invesco Small Cap Growth Fund R5 Class | Mutual Funds | — | — | $19.3M | 1.8% | |
| Victory Sycamore Established Value Fund Class R | Other securities | — | — | $17.9M | 1.6% | |
| Fidelity International Index PR | Mutual Funds | — | — | $15.3M | 1.4% | |
| T. Rowe Price Retirement 2060 Trust Class F | Other securities | — | — | $14.1M | 1.3% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $14.1M | 1.3% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $14.0M | 1.3% | |
| DFA Emerging Markets Value Fund | Mutual Funds | — | — | $12.5M | 1.1% | |
| Notes receivable from participants--Interest rates on these loans range from 4.25% to 9.50%, maturing through 2039. | Bonds / Notes | — | — | $11.0M | 1.0% | |
| T. Rowe Price Retirement 2020 Trust Class F | Other securities | — | — | $10.1M | 0.9% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $10.1M | 0.9% | |
| Fidelity Retirement Money Market Fund | Mutual Funds | — | — | $4.3M | 0.4% | |
| American Funds Small Cap World Fund Class R6 | Mutual Funds | — | — | $3.9M | 0.4% | |
| American Century Inflation-Adjusted Bond Fund R6 Class | Other securities | — | — | $3.2M | 0.3% | |
| Virtus Duff & Phelps Global Real Estate Securities Fund Class R6 | Other securities | — | — | $3.1M | 0.3% | |
| T. Rowe Price Retirement 2065 Trust Class F | Other securities | — | — | $1.9M | 0.2% | |
| TRP RETIRE 2065 F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.2% | |
| T. Rowe Price Retirement 2010 Trust Class F | Other securities | — | — | $928K | <0.1% | |
| TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $928K | <0.1% | |
| T. Rowe Price Retirement 2015 Trust Class F | Other securities | — | — | $792K | <0.1% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $792K | <0.1% | |
| T. Rowe Price Retirement 2005 Trust Class F | Other securities | — | — | $500K | <0.1% | |
| TRP RETIRE 2005 F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $500K | <0.1% | |
| Fidelity Money Market Government Portfolio | Mutual Funds | — | — | $170K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
