John Snead signed Farmers & Merchants Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Farmers & Merchants Bank's EIN is 54-0208040.
Download the official 2024 Form 5500 (PDF) for Farmers & Merchants Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Farmers & Merchants Bank'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VBA BENEFITS CORPORATION | 54-1741662 | — | SERVICE PROVIDER | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $1.3M | 12.0% | |
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $1.3M | 11.8% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $1.2M | 11.2% | |
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $1.0M | 9.3% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD FUNDS · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $906K | 8.2% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD FUNDS · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $584K | 5.3% | |
| WILMINGTON TRUST MFS GROWTH CIT FEE WILMINGTON TRUST FUNDS · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $551K | 5.0% | |
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $502K | 4.5% | |
| VANGUARD TARGET RETIREMENT INCOME T VANGUARD FUNDS · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $379K | 3.4% | |
| PIMCO RAE US Small Fund - Institutional Class " | Mutual Funds | — | — | $334K | 3.0% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $297K | 2.7% | |
| Vanguard Equity Income Fund Admiral Shares " | Mutual Funds | — | — | $296K | 2.7% | |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $284K | 2.6% | |
| JPMorgan Mid Cap Growth Fd R6 Registered Investment Company | Common Stocks | — | — | $252K | 2.3% | |
| American Funds EuroPacific Growth R6 Fund Mutual fund | Mutual Funds | — | — | $195K | 1.8% | |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD FUNDS · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $192K | 1.7% | |
| Fidelity Ext Mkt Index Fund Registered Investment Company | Common Collective Trusts | — | — | $177K | 1.6% | |
| GOLDMAN SACHS ST VL CL TR - CLASS S GOLDMAN SACHS TRUST CO · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $165K | 1.5% | |
| Victory Sycamore Established Value Fund " | Other securities | — | — | $144K | 1.3% | |
| Wasatch Core Growth Fund Institutional Class " | Other securities | — | — | $129K | 1.2% | |
| JPMorgan Emerging Markets Equity Fund Class R6 " | Other securities | — | — | $128K | 1.2% | |
| Voya Intermediate Bond Fund Class R6 " | Other securities | — | — | $123K | 1.1% | |
| VANGUARD TARGET RETIREMENT 2065 TRU VANGUARD FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $114K | 1.0% | |
| Cohen & Steers Real Estate Securities Fund " | Other securities | — | — | $108K | 1.0% | |
| Fidelity Total International Index Fund " | Common Collective Trusts | — | — | $107K | 1.0% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD FUNDS · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $93K | 0.8% | |
| Voya Government Money Market Fund " | Cash / Money Market | — | — | $66K | 0.6% | |
| PIMCO Real Return Fund - Institutional Class " | Mutual Funds | — | — | $38K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2070 TRU VANGUARD FUNDS · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $19K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
