John Gregory signed Arthur State Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arthur State Bank's EIN is 57-0116890.
Download the official 2024 Form 5500 (PDF) for Arthur State Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arthur State Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock LP Index 2030 K | Other securities | — | — | $1.3M | 19.7% | |
| BlackRock LP Index 2035 K | Other securities | — | — | $1.2M | 18.3% | |
| BlackRock LP Index Ret K | Other securities | — | — | $1.0M | 15.3% | |
| BlackRock LP Index 2040 K | Other securities | — | — | $403K | 5.9% | |
| BlackRock LP Index 2050 K | Other securities | — | — | $315K | 4.6% | |
| BlackRock LP Index 2045 K | Other securities | — | — | $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 | Mutual Funds | — | — | $279K | 4.1% | |
| Vanguard Growth Index Fd Adm | Mutual Funds | — | — | $239K | 3.5% | |
| BlackRock LP Index 2055 K | Other securities | — | — | $176K | 2.6% | |
| Notes receivable from participants 3.25% - 8.50% | Bonds / Notes | — | — | $170K | 2.5% | |
| Vanguard Value Index Fd Adm | Mutual Funds | — | — | $158K | 2.3% | |
| BlackRock LP Index 2060 K | Other securities | — | — | $147K | 2.2% | |
| Vanguard Ttl Stk Mkt Index Ad | Mutual Funds | — | — | $105K | 1.5% | |
| American Funds Balanced Fund R6 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $63K | 0.9% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $58K | 0.9% | |
| JP Morgan Mid Cap Value Fd R6 | Other securities | — | — | $56K | 0.8% | |
| BlackRock LP Index 2065 K | Other securities | — | — | $47K | 0.7% | |
| Vanguard Total Intl Bond Index | Mutual Funds | — | — | $39K | 0.6% | |
| Vanguard Wellesley Income Adm | Mutual Funds | — | — | $31K | 0.5% | |
| PGIM Global TR USD Hedged R6 | Other securities | — | — | $29K | 0.4% | |
| Vanguard Sm Cap Index Fd Adm | Mutual Funds | — | — | $25K | 0.4% | |
| Vanguard Total Int Index Adm | Mutual Funds | — | — | $24K | 0.4% | |
| Principal Real Estate Secs R6 | Other securities | — | — | $21K | 0.3% | |
| Vanguard Fed Money Market | Mutual Funds | — | — | $12K | 0.2% | |
| JPMorgan US Govt MMkt Cap Cl | Other securities | — | — | $8K | 0.1% | |
| Vanguard Emrg Mkts Stk Index Ad | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Inf-Prot Secs Admiral | Mutual Funds | — | — | $5K | <0.1% | |
| PGIM High Yield R6 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
