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Original filing (PDF)20251014143418NAL0003168817001
ARTHUR STATE BANK
Form 5500
FILING_RECEIVED
ARTHUR STATE BANK RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
157
Accounts w/ balance
137
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (25 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARTHUR STATE BANK.
Plan sponsor
Name
ARTHUR STATE BANK
EIN
57-0116890
Address
100 EAST MAIN STREET · UNION, SC · 29379
Phone
(864) 466-4500
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $17K | — |
Investments
29 direct securities · 2 pooled funds· $6.8M(100% of reported assets)
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.
Uncategorized
$6.5M
29 holdings
Common Collective Trust
$351K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LP Index 2030 K | — | — | — | $1.3M | 19.7% | |
| BlackRock LP Index 2035 K | — | — | — | $1.2M | 18.3% | |
| BlackRock LP Index Ret K | — | — | — | $1.0M | 15.3% | |
| BlackRock LP Index 2040 K | — | — | — | $403K | 5.9% | |
| BlackRock LP Index 2050 K | — | — | — | $315K | 4.6% | |
| BlackRock LP Index 2045 K | — | — | — | $310K | 4.6% | |
| FISHER INV ALL WRLD EQ CIT 3 SEI TRUST COMPANY · EIN 45-5393186 / PN 058 | Common Collective Trust | — | — | $282K | 4.1% | |
| Vanguard Ttl World Stk Index Adm | — | — | — | $279K | 4.1% | |
| Vanguard Growth Index Fd Adm | — | — | — | $239K | 3.5% | |
| BlackRock LP Index 2055 K | — | — | — | $176K | 2.6% | |
| Notes receivable from participants 3.25% - 8.50% | — | — | — | $170K | 2.5% | |
| Vanguard Value Index Fd Adm | — | — | — | $158K | 2.3% | |
| BlackRock LP Index 2060 K | — | — | — | $147K | 2.2% | |
| Vanguard Ttl Stk Mkt Index Ad | — | — | — | $105K | 1.5% | |
| American Funds Balanced Fund R6 | — | — | — | $100K | 1.5% | |
| FISHER INV US FIXED INC CIT 3 SEI TRUST COMPANY · EIN 45-5393186 / PN 058 | Common Collective Trust | — | — | $69K | 1.0% | |
| Vanguard Ttl Bd Mkt Index Adm | — | — | — | $63K | 0.9% | |
| Vanguard Mid Cap Index Adm | — | — | — | $58K | 0.9% | |
| JP Morgan Mid Cap Value Fd R6 | — | — | — | $56K | 0.8% | |
| BlackRock LP Index 2065 K | — | — | — | $47K | 0.7% | |
| Vanguard Total Intl Bond Index | — | — | — | $39K | 0.6% | |
| Vanguard Wellesley Income Adm | — | — | — | $31K | 0.5% | |
| PGIM Global TR USD Hedged R6 | — | — | — | $29K | 0.4% | |
| Vanguard Sm Cap Index Fd Adm | — | — | — | $25K | 0.4% | |
| Vanguard Total Int Index Adm | — | — | — | $24K | 0.4% | |
| Principal Real Estate Secs R6 | — | — | — | $21K | 0.3% | |
| Vanguard Fed Money Market | — | — | — | $12K | 0.2% | |
| JPMorgan US Govt MMkt Cap Cl | — | — | — | $8K | 0.1% | |
| Vanguard Emrg Mkts Stk Index Ad | — | — | — | $5K | <0.1% | |
| Vanguard Inf-Prot Secs Admiral | — | — | — | $5K | <0.1% | |
| PGIM High Yield R6 | — | — | — | $2K | <0.1% |
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