Courtney Michel signed Eaglebank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eaglebank's EIN is 52-2099123.
Download the official 2024 Form 5500 (PDF) for Eaglebank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eaglebank'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $40K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $12.4M | 18.8% | |
| FlexPATH Strategies Index Moderate Retirement Fund R1 n/a | Other securities | — | — | $10.6M | 16.1% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $10.6M | 16.1% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $9.3M | 14.0% | |
| Fidelity Investments 500 Index Fund n/a | Common Collective Trusts | — | — | $6.5M | 9.9% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $3.5M | 5.4% | |
| LARGE CAP GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $3.5M | 5.3% | |
| Fidelity Investments Extended Market Index Fund n/a | Common Collective Trusts | — | — | $2.2M | 3.4% | |
| FlexPATH Strategies Index Conservative Retirement Fund R1 n/a | Other securities | — | — | $2.2M | 3.3% | |
| FLEXPATH CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $2.2M | 3.3% | |
| LARGE CAP VAL III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $2.1M | 3.1% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.5M | 2.3% | |
| Franklin Templeton Franklin Small Cap Growth Fund Class R6 n/a | Mutual Funds | — | — | $1.0M | 1.6% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $941K | 1.4% | |
| Calvert U.S. Large Cap Core Responsible Index Fund R6 n/a | Common Collective Trusts | — | — | $912K | 1.4% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $868K | 1.3% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $688K | 1.0% | |
| Fidelity Investments Real Estate Index Fund n/a | Common Collective Trusts | — | — | $672K | 1.0% | |
| Massachusetts Financial Services Mid Cap Value Fund 2W n/a | Other securities | — | — | $619K | 0.9% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 26-3783919 / PN 945 | Common Collective Trust | — | — | $619K | 0.9% | |
| Fidelity Investments U.S. Bond Index Fund n/a | Common Collective Trusts | — | — | $614K | 0.9% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $612K | 0.9% | |
| Blackrock High Yield Bond Portfolio Class K n/a | Other securities | — | — | $600K | 0.9% | |
| EMERGING MKTS II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $592K | 0.9% | |
| Fidelity Investments International Index Fund n/a | Common Collective Trusts | — | — | $504K | 0.8% | |
| Pimco Income Fund Institutional Class n/a | Mutual Funds | — | — | $488K | 0.7% | |
| FlexPATH Strategies Index Aggressive Retirement Fund R1 n/a | Other securities | — | — | $475K | 0.7% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $475K | 0.7% | |
| CORE PLUS BOND I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $391K | 0.6% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $126K | 0.2% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $117K | 0.2% | |
| FLEXPATH MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $105K | 0.2% | |
| Calvert Bond Fund Class R6 n/a | U.S. Treasuries | — | — | $77K | 0.1% | |
| FLEXPATH CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $60K | <0.1% | |
| FLEXPATH AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $27K | <0.1% | |
| Fidelity Investments International Sustainability Index Fund n/a | Common Collective Trusts | — | — | $27K | <0.1% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $25K | <0.1% | |
| FLEXPATH CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $16K | <0.1% | |
| FLEXPATH+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3216409 / PN 242 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3216409 / PN 240 | Common Collective Trust | — | — | $0 | <0.1% | |
| GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
