Leslie Farmer signed Planters First Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Planters First Bank's EIN is 58-1393913.
Download the official 2024 Form 5500 (PDF) for Planters First Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Planters First Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| John Hancock Disciplined R6 Mutual Fund | Other securities | — | — | $2.1M | 20.6% | |
| NYLI WINSLOW LARGE CAP GRTH R6 MUTUAL FUNDS | Other securities | — | $1.1M | $1.3M | 12.7% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.1M | 10.8% | |
| Blackrock Lifepath Indx 2035 K Mutual Fund | Other securities | — | — | $933K | 9.1% | |
| Blackrock Lifepath Indx 2030 K Mutual Fund | Other securities | — | — | $750K | 7.3% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $657K | 6.4% | |
| Fidelity Total Intl Indx FD Mutual Fund | Mutual Funds | — | — | $610K | 6.0% | |
| Blackrock Lifepath Indx 2045 K Mutual Fund | Other securities | — | — | $581K | 5.7% | |
| Blackrock Lifepath Indx 2065 K Mutual Fund | Other securities | — | — | $325K | 3.2% | |
| Blackrock Lifepath Indx 2040 K Mutual Fund | Other securities | — | — | $285K | 2.8% | |
| PUTNAM STABLE VALUE FUND CLASS 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $255K | 2.5% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $236K | 2.3% | |
| Hartford Schroders EMRG Mutual Fund | Other securities | — | — | $236K | 2.3% | |
| LOAN FUND LOANS | Bonds / Notes | — | $133K | $133K | 1.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $103K | 1.0% | |
| Blackrock High Yield BD Port K Mutual Fund | Other securities | — | — | $101K | 1.0% | |
| Blackrock Lifepath Indx Ret K Mutual Fund | Other securities | — | — | $71K | 0.7% | |
| Macquarie Small Cap Core FD R6 Mutual Fund | Other securities | — | — | $68K | 0.7% | |
| Loomis Sayles GLBL Bond CL N Mutual Fund | Other securities | — | — | $68K | 0.7% | |
| BLACKROCK LIFEPATH INDX 2050 K MUTUAL FUNDS | Other securities | — | $44K | $49K | 0.5% | |
| ALLSPRING SPECIAL SMALL CAP R6 MUTUAL FUNDS | Other securities | — | $49K | $49K | 0.5% | |
| Blackrock Lifepath Indx 2060 K Mutual Fund | Other securities | — | — | $45K | 0.4% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $43K | $43K | 0.4% | |
| Assets (Self-Direct Acct) NVIDIA Stock | OTHER | — | — | $39K | 0.4% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $37K | $37K | 0.4% | |
| Hartford Core Equity Fund R6 Mutual Fund | Other securities | — | — | $36K | 0.3% | |
| American Century Inflation ADJ R6 Mutual Fund ** 355 Carillon Scout Mid Cap FD R6 Mutual Fund | Mutual Funds | — | — | $14K | 0.1% | |
| Allspring Special Small Cap R6 Mutual Fund | Other securities | — | — | $13K | 0.1% | |
| Blackrock Lifepath Indx 2055 K Mutual Fund | Other securities | — | — | $9K | <0.1% | |
| Western Asset Core Bond CL IS Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| American Intl Growth and Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| ML Bank Deposit Program Cash Sweep Account | Cash / Money Market | — | — | $4K | <0.1% | |
| Cohen & Steers Global Shrs Z Mutual Fund | Other securities | — | — | $2K | <0.1% |
