EVA Yourtee signed Country Club Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Country Club Bank's EIN is 44-0574255.
Download the official 2024 Form 5500 (PDF) for Country Club Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Country Club Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $76K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $80 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $50 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO |
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 | |||||
|---|---|---|---|---|---|---|
| INTELLICENTS MODERATELY AGGRESSIVE INTELLICENTS · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $7.1M | 9.3% | |
| Fidelity Growth Company Fund Mutual fund N/A | Mutual Funds | — | — | $6.9M | 9.1% | |
| INTELLICENTS MODERATE CIF ALTA TRUST · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $5.5M | 7.2% | |
| Vanguard 500 Index Admiral Mutual fund N/A | Common Collective Trusts | — | — | $5.4M | 7.1% | |
| Vanguard Growth Index Admiral Mutual fund N/A | Mutual Funds | — | — | $4.3M | 5.6% | |
| INTELLICENTS MODERATELY CONSERVATIV ALTA TRUST · EIN 86-3883297 / PN 001 | Common Collective Trust | — | — | $4.1M | 5.4% | |
| AMERICAN CENTURY RD HYBRID 2030 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $3.2M | 4.2% | |
| Dodge & Cox Balanced Fund Mutual fund N/A | Mutual Funds | — | — | $3.1M | 4.0% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.7M | 3.6% | |
| AMERICAN CENTURY RD HYBRID 2035 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $2.5M | 3.3% | |
| MFS International Diversification Fund Class R6 Mutual fund N/A | Mutual Funds | — | — | $2.1M | 2.8% | |
| T. Rowe Price New Horizons Fund Mutual fund N/A | Other securities | — | — | $2.0M | 2.6% | |
| Vanguard Value Index Fund Admiral Shares Mutual fund N/A | Common Collective Trusts | — | — | $2.0M | 2.6% | |
| T. Rowe Price Mid Cap Growth Fund Mutual fund N/A | Other securities | — | — | $1.9M | 2.5% | |
| AMERICAN CENTURY RD HYBRID 2055 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $1.9M | 2.4% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual fund N/A | Mutual Funds | — | — | $1.7M | 2.2% | |
| INTELLICENTS AGGRESSIVE CIF ALTA TRUST · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.0% | |
| Vanguard Mid Cap Index Admiral Mutual fund N/A | Mutual Funds | — | — | $1.5M | 2.0% | |
| Vanguard Mid Cap Value Index Admiral Mutual fund N/A | Mutual Funds | — | — | $1.1M | 1.4% | |
| Victory Sycamore Established Value R6 Mutual fund N/A | Other securities | — | — | $1.0M | 1.3% | |
| American Century Small Cap Value R6 Mutual fund N/A | Other securities | — | — | $944K | 1.2% | |
| Vanguard Total International Stock Index Adm Mutual fund N/A | Mutual Funds | — | — | $880K | 1.2% | |
| Blackrock High Yield Bond Portfolio Institutional Shares Mutual fund N/A | Other securities | — | — | $879K | 1.2% | |
| AMERICAN CENTURY RD HYBRID 2040 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $837K | 1.1% | |
| AMERICAN CENTURY RD HYBRID 2025 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $826K | 1.1% | |
| AMERICAN CENTURY RD HYBRID 2045 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $810K | 1.1% | |
| AMERICAN CENTURY RD HYBRID IN RET C AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $740K | 1.0% | |
| AMERICAN CENTURY RD HYBRID 2060 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $738K | 1.0% | |
| INTELLICENTS CONSERVATIVE CIF ALTA TRUST · EIN 86-3974282 / PN 001 | Common Collective Trust | — | — | $717K | 0.9% | |
| AMERICAN CENTURY RD HYBRID 2050 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $689K | 0.9% | |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY · EIN 82-2941483 / PN 000 | Common Collective Trust | — | — | $620K | 0.8% | |
| American Funds US Government Sec R6 Mutual fund N/A | Mutual Funds | — | — | $538K | 0.7% | |
| Notes receivable from participants Maturing 2025 - 2039 interest rate at 4.25% to 9.50% - | Bonds / Notes | — | — | $513K | 0.7% | |
| Self Directed Brokerage Accounts Self-directed investments N/A | Self-Directed Brokerage | — | — | $504K | 0.7% | |
| PIMCO Global Bond Opportunities Fund Mutual fund N/A | Mutual Funds | — | — | $443K | 0.6% | |
| Vanguard Small Cap Index Admiral Mutual fund N/A | Mutual Funds | — | — | $419K | 0.5% | |
| Vanguard Small Cap Value Index Admiral Mutual fund N/A | Mutual Funds | — | — | $354K | 0.5% | |
| DFA Real Estate Securities Portfolio Institutional Class Mutual fund N/A | Mutual Funds | — | — | $353K | 0.5% | |
| Baird Core Plus Bond Fund Class Institutional Mutual fund N/A | Other securities | — | — | $336K | 0.4% | |
| PIMCO Income Fund Institutional Class Mutual fund N/A | Mutual Funds | — | — | $310K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual fund N/A | Common Collective Trusts | — | — | $280K | 0.4% | |
| DFA Inflation-Protected Securities I Mutual fund N/A | Mutual Funds | — | — | $247K | 0.3% | |
| AMERICAN CENTURY RD HYBRID 2065 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $244K | 0.3% | |
| PIMCO Commodity Real Return Institutional Mutual fund N/A | Mutual Funds | — | — | $97K | 0.1% | |
| MFS International New Discovery R6 Mutual fund N/A | Mutual Funds | — | — | $41K | <0.1% | |
| ENVESTNET BLACKROCK TOTAL RETURN BO RELIANCE TRUST COLLECTIVE INVESTMENT TRUST · EIN 46-7425989 / PN 007 | 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.
| OTHER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS I | — | ALBERT LEA, MN | INVESTMENT ADVISOR | $63K | — |
