Jessica Goldberg signed US Century Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
US Century Bank's EIN is 52-2371258.
Download the official 2024 Form 5500 (PDF) for US Century Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)US Century 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $45K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $2K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $311 | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Balanced Fund R6 Mutual Funds | Other securities | — | — | $4.0M | 24.6% | |
| Fidelity 500 Index Fd Mutual Funds | Common Collective Trusts | — | — | $1.8M | 11.3% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.5M | 9.0% | |
| American Inc Fd of America R6 Mutual Funds | Common Stocks | — | — | $1.2M | 7.6% | |
| T Rowe Price Growth Stock (I) Mutual Funds | Mutual Funds | — | — | $995K | 6.1% | |
| Vanguard LifeStrat Inc Inv Sh Mutual Funds | Mutual Funds | — | — | $879K | 5.4% | |
| Vanguard Target Ret 2040 Fund Mutual Funds | Mutual Funds | — | — | $799K | 4.9% | |
| Vanguard Target Ret 2045 Fund Mutual Funds | Mutual Funds | — | — | $746K | 4.6% | |
| Vanguard Target Ret 2025 Fund Mutual Funds | Mutual Funds | — | — | $560K | 3.4% | |
| Vanguard Target Ret 2035 Fund Mutual Funds | Mutual Funds | — | — | $529K | 3.2% | |
| Vanguard Target Ret 2030 Fund Mutual Funds | Mutual Funds | — | — | $469K | 2.9% | |
| Vanguard Target Ret 2055 Fund Mutual Funds | Mutual Funds | — | — | $465K | 2.8% | |
| Vanguard Target Ret 2050 Fund Mutual Funds | Mutual Funds | — | — | $427K | 2.6% | |
| Vanguard Explorer Fund Adm Mutual Funds | Mutual Funds | — | — | $259K | 1.6% | |
| MFS Mid Cap Value Fd R6 Mutual Funds | Mutual Funds | — | — | $203K | 1.2% | |
| maturing through January 2047 | Other securities | — | — | $173K | 1.1% | |
| Fidelity Ext Market Index Fd Mutual Funds | Mutual Funds | — | — | $172K | 1.1% | |
| BNY Mellon Natural Resources Y Mutual Funds | Other securities | — | — | $169K | 1.0% | |
| The Investment Co of Amer R6 Mutual Funds | Common Stocks | — | — | $136K | 0.8% | |
| Vanguard Windsor Adm Shares Mutual Funds | Mutual Funds | — | — | $135K | 0.8% | |
| BlackRock High Yield Prt K Mutual Funds | Other securities | — | — | $113K | 0.7% | |
| Vanguard Target Ret 2060 Fund Mutual Funds | Mutual Funds | — | — | $85K | 0.5% | |
| AB Global Bond Fd Z Mutual Funds | Other securities | — | — | $81K | 0.5% | |
| Avantis US SC Value Instl Mutual Funds | Other securities | — | — | $68K | 0.4% | |
| American New Perspective R6 Mutual Funds | Other securities | — | — | $66K | 0.4% | |
| Vanguard International Value Mutual Funds | Mutual Funds | — | — | $58K | 0.4% | |
| PGIM Total Return Bond R6 Mutual Funds | Other securities | — | — | $37K | 0.2% | |
| American EuroPacific Growth R6 Mutual Funds | Other securities | — | — | $28K | 0.2% | |
| Principal Real Estate Secs R6 Mutual Funds | Other securities | — | — | $24K | 0.1% | |
| Fidelity Total Intl Index Mutual Funds | Mutual Funds | — | — | $19K | 0.1% | |
| Fidelity Inf Pr Bond Index Fd Mutual Funds | Mutual Funds | — | — | $18K | 0.1% | |
| John Hancock Income Fund R6 Mutual Funds | Other securities | — | — | $18K | 0.1% | |
| Fidelity US Bond Index Fd Mutual Funds | Mutual Funds | — | — | $17K | 0.1% | |
| Vanguard Target Ret Income Fd Mutual Funds | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard Target Ret 2020 Fund Mutual Funds | Mutual Funds | — | — | $6K | <0.1% | |
| American New World Fund R6 Mutual Funds | Other securities | — | — | $3K | <0.1% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARG RET 2020 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 350 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARG RET 2025 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 351 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARG RET 2030 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 352 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARG RET 2035 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 353 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARG RET 2040 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 354 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARG RET 2045 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 355 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARG RET 2050 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 356 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARG RET 2055 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 357 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARG RET INC SL IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 358 | 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.
