TANA Wagener signed West Gate Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
West Gate Bank's EIN is 47-0523112.
Download the official 2024 Form 5500 (PDF) for West Gate Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)West Gate Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $712 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DA DAVIDSON & CO | — | GREAT FALLS, MT | INVESTMENT ADVISOR | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $20.2M | 92.3% |
