Megan Patterson signed Townebank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Townebank's EIN is 54-1910608.
Download the official 2024 Form 5500 (PDF) for Townebank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Townebank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a leveraged ESOP, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $351K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth Fund R6 | Other securities | — | — | $30.8M | 9.6% | |
| Principal Global Investors Large Cap S&P 500 Separate Account | Pooled Separate Accounts | — | — | $26.2M | 8.2% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $26.2M | 8.2% | |
| Principal Trust Company Target 2040 Fund | Common Stocks | — | — | $25.4M | 7.9% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $25.4M | 7.9% | |
| TowneBank Common stock | Common Stocks | — | — | $24.9M | 7.8% | |
| Principal Trust Company Target 2020 Fund | Common Stocks | — | — | $23.9M | 7.5% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $23.9M | 7.5% | |
| Principal Trust Company Target 2035 Fund | Common Stocks | — | — | $22.1M | 6.9% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $22.1M | 6.9% | |
| Principal Trust Company Target 2030 Fund | Common Stocks | — | — | $22.0M | 6.9% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $22.0M | 6.9% | |
| Principal Trust Company Target 2025 Fund | Common Stocks | — | — | $21.7M | 6.8% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $21.7M | 6.8% | |
| Principal Trust Company Target 2045 Fund | Common Stocks | — | — | $15.4M | 4.8% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $15.4M | 4.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $13.3M | 4.2% | |
| Principal Trust Company Target 2050 Fund | Common Stocks | — | — | $11.1M | 3.5% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $11.1M | 3.5% | |
| The American Funds American Mutual R6 Fund | Mutual Funds | — | — | $10.4M | 3.3% | |
| The American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $9.2M | 2.9% | |
| Principal Trust Company Target 2055 Fund | Common Stocks | — | — | $7.9M | 2.5% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $7.9M | 2.5% | |
| Principal Global Investors Mid Cap S&P 400 Index Separate Account | Pooled Separate Accounts | — | — | $6.3M | 2.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $6.3M | 2.0% | |
| Victory Capital Management Victory Sycamore R6 Fund | Other securities | — | — | $5.7M | 1.8% | |
| PIMCO High Yield Admin Fund | Mutual Funds | — | — | $5.0M | 1.6% | |
| Principal Trust Company Target 2060 Fund | Common Stocks | — | — | $4.9M | 1.5% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $4.9M | 1.5% | |
| Principal Trust Company Income Fund | Common Stocks | — | — | $4.1M | 1.3% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $4.1M | 1.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $4.0M | 1.3% | |
| maturing through December 2034 | Other securities | — | — | $3.8M | 1.2% | |
| Victory Capital Management Victory Sycamore Small Company Opportunity Fund | Common Stocks | — | — | $3.8M | 1.2% | |
| AB/Brown/Emerald Small Cap Growth I Separate Account | Pooled Separate Accounts | — | — | $3.6M | 1.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $3.6M | 1.1% | |
| Principal Trust Company Target 2065 Fund | Common Stocks | — | — | $2.4M | 0.8% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $2.4M | 0.8% | |
| MFS Investment Management Mid-Cap Growth Fund R6 | Mutual Funds | — | — | $2.3M | 0.7% | |
| PIMCO Total Return Admin Fund | Mutual Funds | — | — | $2.1M | 0.7% | |
| PIMCO Real Return Admin Fund | Mutual Funds | — | — | $1.8M | 0.6% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $1.7M | 0.5% | |
| Principal Trust Company Target 2015 Fund | Common Stocks | — | — | $1.7M | 0.5% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.7M | 0.5% | |
| Driehaus Capital Management Driehaus Emerging Market Growth Fund | Other securities | — | — | $1.2M | 0.4% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $829K | 0.3% | |
| Principal Trust Company Target 2070 Fund | Common Stocks | — | — | $147K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $147K | <0.1% | |
| Principal Pension Builder Paid-Up Deferred Annuities | Other securities | — | — | $100K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, L | 26-0058143 | — | INVESTMENT ADVISORY | $66K | — |
