Aaron Mishler signed Southern First Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southern First Bank's EIN is 56-2184826.
Download the official 2024 Form 5500 (PDF) for Southern First Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southern First 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA | — | RALEIGH, NC | INVESTMENT ADVISOR | $57K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.5M | 14.5% | |
| Harbor Capital Appreciation Retirement Fund | Other securities | — | — | $3.1M | 9.9% | |
| T. Rowe Price Retirement 2040 Fund I | Other securities | — | — | $2.6M | 8.4% | |
| T. Rowe Price Retirement 2045 Fund I | Other securities | — | — | $2.3M | 7.2% | |
| T. Rowe Price Retirement 2050 Fund I | Other securities | — | — | $2.0M | 6.5% | |
| T. Rowe Price Retirement 2030 Fund I | Other securities | — | — | $1.9M | 6.0% | |
| T. Rowe Price Retirement 2035 Fund I | Other securities | — | — | $1.6M | 5.3% | |
| American Funds Europacific Growth Fund R6 | Mutual Funds | — | — | $1.4M | 4.4% | |
| Victory Sycamore Small Company Opportunities Fund R6 | Common Stocks | — | — | $1.3M | 4.3% | |
| T. Rowe Price Retirement 2025 Fund I | Other securities | — | — | $1.2M | 3.7% | |
| T. Rowe Price Retirement 2055 Fund I | Other securities | — | — | $1.1M | 3.4% | |
| COLUMBIA DIVIDEND VALUE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $1.1M | 3.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $873K | 2.8% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $801K | 2.6% | |
| Victory Sycamore Established Value Fund R6 | Other securities | — | — | $725K | 2.3% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $720K | 2.3% | |
| Carillon Eagle Mid Cap Growth Fund R6 | Other securities | — | — | $661K | 2.1% | |
| Fidelity Small Cap Growth Fund K6 | Mutual Funds | — | — | $648K | 2.1% | |
| Notes receivable from participants4.25% - 9.50% | Bonds / Notes | — | — | $630K | 2.0% | |
| Fidelity Total International Index | Mutual Funds | — | — | $484K | 1.6% | |
| American Funds American Balanced Fund R6 | Mutual Funds | — | — | $471K | 1.5% | |
| T. Rowe Price Retirement 2060 Fund I | Other securities | — | — | $461K | 1.5% | |
| Principal Real Estate Securities Fund R6 | Other securities | — | — | $337K | 1.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $106K | 0.3% | |
| T. Rowe Price Retirement 2065 Fund I | Other securities | — | — | $77K | 0.2% | |
| T. Rowe Price Retirement 2020 Fund I | Other securities | — | — | $56K | 0.2% | |
| T. Rowe Price Retirement 2015 Fund I | Other securities | — | — | $26K | <0.1% |
