David Calkins signed Hometrust Bancshares, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hometrust Bancshares, Inc.'s EIN is 56-0181785.
Download the official 2024 Form 5500 (PDF) for Hometrust Bancshares, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hometrust Bancshares, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a leveraged ESOP, a self-directed brokerage window, 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 | $193K | — |
| 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.
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, LLC | 26-0058143 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| HomeTrust Bancshares, Inc. Common Stock | Common Stocks | — | $8.5M | $28.5M | 31.4% | |
| Northern Trust Collective S&P 500 Index Fund - DC (CIT) | Common Collective Trusts | — | — | $8.0M | 8.8% | |
| NT COL S&P 500 IDX FD DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $8.0M | 8.8% | |
| HARBOR CAPITAL APPREC CIT CL R HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $5.4M | 6.0% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $5.3M | 5.8% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $5.0M | 5.5% | |
| NEW YORK LIFE SV ANCHOR ACCT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $4.1M | 4.5% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.8M | 4.2% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.4M | 3.8% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.2M | 3.5% | |
| Principal Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $2.9M | 3.2% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.8M | 3.1% | |
| MFS MID CAP GROWTH FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $2.0M | 2.2% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.9M | 2.1% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.9M | 2.0% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $1.6M | 1.7% | |
| Northern Trust Collective Extended Equity Mkt Index Fund Nonlending (CIT) | Common Collective Trusts | — | — | $1.5M | 1.6% | |
| NT COL EXTD EQ MKT IDX DC NL 4 NORTHERN TRUST · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $1.5M | 1.6% | |
| Great Gray Trust Company Great Gray EuroPacific Growth CIT | Common Collective Trusts | — | — | $1.3M | 1.5% | |
| GREATGRAY TRUST EURO GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.5% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.2M | 1.4% | |
| AB / Brown Advisory / Emerald Advisors Small Cap Growth | Other securities | — | — | $1.2M | 1.3% | |
| MFS MID CAP VALUE FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.1M | 1.2% | |
| Participant loans*** 4.25 - 9.50%, due through February 2053 — | Bonds / Notes | — | — | $1.0M | 1.1% | |
| Fidelity Management & Research Aggregate Bond Index CIT | Common Collective Trusts | — | — | $1.0M | 1.1% | |
| FIAM CR PL COMM PL CLASS I CIT FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $1.0M | 1.1% | |
| All Spring Investments Special Small Cap Value | Other securities | — | — | $662K | 0.7% | |
| Northern Trust Collective Aggregate Bond Index Fund (CIT) | Common Collective Trusts | — | — | $562K | 0.6% | |
| NT COLL AGG BD IDX FD - NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $562K | 0.6% | |
| Northern Trust Collective All Country World Index (ex-US) CIT | Common Collective Trusts | — | — | $557K | 0.6% | |
| NT COL ACWI XUS I MT IX DCNL 4 NORTHERN TRUST · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $557K | 0.6% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $362K | 0.4% | |
| Principal Global Investors Trust Company Income CIT | Common Collective Trusts | — | — | $347K | 0.4% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $347K | 0.4% | |
| Vanguard Group Vanguard Fed Money Market Investor Fund | Mutual Funds | — | — | $209K | 0.2% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $63K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $10K | <0.1% |
