Shirley Horner signed Intercredit Bank, N.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intercredit Bank, N.A.'s EIN is 59-2398789.
Download the official 2024 Form 5500 (PDF) for Intercredit Bank, N.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intercredit Bank, N.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $1K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $1.6M | 22.4% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $1.3M | 18.4% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $1.1M | 15.0% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $974K | 13.6% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $543K | 7.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $452K | 6.3% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $371K | 5.2% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $163K | 2.3% | |
| NYLI WINSLOW LC GROWTH R6 | Registered Investment Companies | — | — | $75K | 1.0% | |
| JOHN HANCOCK DISC VAL R6 | Registered Investment Companies | — | — | $73K | 1.0% | |
| ALLSPRING SMALL CO GROWTH R6 | Registered Investment Companies | — | — | $58K | 0.8% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $51K | 0.7% | |
| LOOMIS SAYLES GLOBAL BOND - N | Registered Investment Companies | — | — | $30K | 0.4% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $28K | 0.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $28K | 0.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $20K | 0.3% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $17K | 0.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $16K | 0.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $13K | 0.2% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $12K | 0.2% | |
| MACQUARIE SMALL CAP CORE R6 | Registered Investment Companies | — | — | $11K | 0.1% | |
| COHEN & STEERS GLOBAL REALTY Z | Registered Investment Companies | — | — | $8K | 0.1% | |
| AMERICAN FUNDS INT GR & INC R6 | Registered Investment Companies | — | — | $8K | 0.1% | |
| HTFD SCH EMG MKTS EQUITY SDR | Registered Investment Companies | — | — | $8K | 0.1% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $8K | 0.1% | |
| AF 2015 TARGET DATE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF 2025 TARGET DATE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF 2030 TARGET DATE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF 2035 TARGET DATE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF 2040 TARGET DATE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF 2045 TARGET DATE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF 2050 TARGET DATE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF 2055 TARGET DATE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF 2060 TARGET DATE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF 2020 TARGET DATE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LS CONSERVATIVE MANAGED PORTFOLIO JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LS MOD MP JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LS BALANCED MANAGED PORTFOLIO JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LS GROWTH FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH STABLE VALUE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TEMPLETON GLOBAL BOND FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH BOND FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FEDERAL HIGH YIELD FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH DISCIPLINED VALUE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VALUE INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD GROWTH INDEX JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF NEW PERSPECTIVE FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
