Artisans' Bank's EIN is 51-0002130.
Download the official 2024 Form 5500 (PDF) for Artisans' Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Artisans' 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $53K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| John Hancock Bond R-6 | Other securities | — | — | $4.7M | 16.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.4M | 12.3% | |
| Standard Insurance Company Stable Asset A Fund | Common Stocks | — | — | $3.4M | 12.1% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $3.0M | 10.6% | |
| Janus Henderson Enterprise N | Mutual Funds | — | — | $2.3M | 8.2% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $2.1M | 7.6% | |
| MFST. Rowe Price Intl Diversification R6 | Other securities | — | — | $1.6M | 5.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.6M | 5.6% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $1.4M | 5.0% | |
| iShares MSCI EAFE Intl Ind K | Other securities | — | — | $1.1M | 3.8% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $1.0M | 3.6% | |
| AB Large-Cap Growth Fund | Other securities | — | — | $893K | 3.2% | |
| Vanguard Growth Index | Mutual Funds | — | — | $690K | 2.5% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $481K | 1.7% | |
| Allspring Specl MidCp Val R6 | Other securities | — | — | $330K | 1.2% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $235K | 0.8% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $227K | 0.8% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $144K | 0.5% | |
| Dodge & Cox Income X | Mutual Funds | — | — | $140K | 0.5% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $123K | 0.4% | |
| Participants Participant loans, various terms, interest rates 4.50% – 9.75%, maturing through 2035 | Bonds / Notes | — | — | $115K | 0.4% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $103K | 0.4% | |
| Vanguard Equity & Income Fund | Mutual Funds | — | — | $87K | 0.3% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $15K | <0.1% | |
| Vanguard Tot Wld Stk Idx Adm | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
