TINA Greaver signed Banking Services Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Banking Services Corporation's EIN is 52-1221931.
Download the official 2024 Form 5500 (PDF) for Banking Services Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Banking Services Corporation'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, F & S INC. | 13-4674085 | — | INVESTMENT MANAGEMENT | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index Retirement Mutual Fund | Other securities | — | — | $1.4M | 39.4% | |
| BlackRock LifePath Index 2030 Mutual Fund | Other securities | — | — | $412K | 11.8% | |
| BlackRock LifePath Index 2040 Mutual Fund | Other securities | — | — | $331K | 9.5% | |
| BlackRock LifePath Index 2050 Mutual Fund | Other securities | — | — | $265K | 7.6% | |
| BlackRock LifePath Index 2045 Mutual Fund | Other securities | — | — | $180K | 5.2% | |
| BlackRock LifePath Index 2035 Mutual Fund | Other securities | — | — | $174K | 5.0% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $171K | 4.9% | |
| BlackRock LifePath Index 2055 Mutual Fund | Other securities | — | — | $149K | 4.3% | |
| Fidelity U.S. Bond Index Mutual Fund | Mutual Funds | — | — | $102K | 2.9% | |
| Hartford Core Equity Mutual Fund | Other securities | — | — | $56K | 1.6% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $45K | 1.3% | |
| Fidelity Total International Index Mutual Fund | Mutual Funds | — | — | $37K | 1.1% | |
| BlackRock LifePath Index 2060 Mutual Fund | Other securities | — | — | $35K | 1.0% | |
| per annum | Other securities | — | — | $31K | 0.9% | |
| BlackRock High Yield Bond Mutual Fund | Other securities | — | — | $31K | 0.9% | |
| PUTNAM STABLE VALUE 20 BPS - A PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Pooled Separate Account | — | — | $24K | 0.7% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $11K | 0.3% | |
| BlackRock LifePath Index 2065 Mutual Fund | Other securities | — | — | $10K | 0.3% | |
| Hartford Schroders Emerging Mkts Equity Mutual Fund | Other securities | — | — | $10K | 0.3% | |
| Allspring Small Company Growth Mutual Fund | Common Stocks | — | — | $8K | 0.2% | |
| MainStay Winslow Large Cap Growth Mutual Fund | Other securities | — | — | $7K | 0.2% | |
| Loomis Sayles Global Bond Mutual Fund 142 Western Asset Core Bond Mutual Fund | Other securities | — | — | $4K | 0.1% | |
| American International Growth & Income Mutual Fund | Other securities | — | — | $4K | 0.1% | |
| Macquarie Small Cap Core Mutual Fund | Other securities | — | — | $4K | 0.1% | |
| Carillion Scout Mid Cap Mutual Fund 276 Cohen Steers Global Realty Z Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| John Hancock Disciplined Value Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| Vanguard Federal Money Market Money Market Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Allspring Special Small Cap Value Mutual Fund 136 American Century Inflation Adjusted Bond Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
