Sherri Kelley signed Bankwest, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bankwest, Inc.'s EIN is 46-0177475.
Download the official 2024 Form 5500 (PDF) for Bankwest, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bankwest, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| PREMIER TRUST FUND AMERICAN TRUST COMPANY · EIN 62-1549435 / PN 001 | Common Collective Trust | — | — | $37.9M | 64.3% | |
| Plan has a receivable of $99,721 from the Company for the repurchase of these shares at December 31, 2024. There | Repurchase Agreements | — | — | $100K | 0.2% | |
| 2023 Non-participant Directed Number of Shares | Other securities | — | $2K | $2K | <0.1% |
