Original filing (PDF)20250724144103NAL0007385680001

FISHBACK FINANCIAL CORPORATION

Name: FISHBACK FINANCIAL CORPORATION — FISHBACK FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: FISHBACK FINANCIAL CORPORATION

Form 5500

FILING_RECEIVED

FISHBACK FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

93% in single holding93% employer stockNo recordkeeper disclosed

Active participants

710

Accounts w/ balance

843

Plan assets (EOY)

$56.0M

Net assets (EOY)

$56.0M

How this plan invests

This plan

7 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FISHBACK FINANCIAL CORPORATION.

Plan sponsor

Name

FISHBACK FINANCIAL CORPORATION

EIN

46-0306542

Address

520 SIXTH STREET · BROOKINGS, SD · 57006

Phone

(605) 696-2200

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-24

Pension benefit codes

2E · Profit-sharing

2K · 401(m) arrangement

2O · ESOP (non-leveraged)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
FORVIS, LLP	—	LINCOLN, NE	NONE	$19K	—
HOPKINS & HOWARD, P.C.	—	ST. LOUIS, MO	NONE	$14K	—

Investments

7 direct securities· $55.9M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Corporation common stock	—	—	$22.7M	$52.1M	93.1%
First Bank & Trust Interest-bearing money market bank account	—	—	$2.3M	$2.3M	4.1%
Vanguard Target Retirement 2030 Mutual Fund	—	—	$532K	$608K	1.1%
Vanguard Target Retirement 2040 Mutual Fund	—	—	$339K	$387K