Marsha Moore signed Callaway Security Banks, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Callaway Security Banks, Inc.'s EIN is 43-1214879.
Download the official 2024 Form 5500 (PDF) for Callaway Security Banks, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Callaway Security Banks, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, 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 |
|---|---|---|---|---|---|
| FIDUCIARY ADVISORS | — | ST. LOUIS, MO | NONE | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.8M | 81.4% | |
| [Assets held in common collective trust] | Other | — | — | $997K | 8.3% | |
| MORLEY STBL VAL FUND 25 BP FEE CL UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $997K | 8.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $126K | 1.0% |
