Tammy Stanton signed Border Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Border Bank's EIN is 45-0314785.
Download the official 2024 Form 5500 (PDF) for Border Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Border Bank's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| IMPACT RETIREMENT ADVISORS, LLC | — | BLOOMINGTON, MN | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | 16-1503696 | — | NONE | $67K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Current | Other securities | — | $17.5M | $18.5M | 98.1% | |
| MET MASTER TRUST 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $900K | 4.8% | |
| value | Other securities | — | $900K | $362K | 1.9% |
