Charity Harvey signed Edmonton Bancshares, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Edmonton Bancshares, Inc.'s EIN is 61-1024153.
Download the official 2024 Form 5500 (PDF) for Edmonton Bancshares, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Edmonton Bancshares, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $9.6M | 92.5% | |
| AMERICAN FUNDS GROWTH FUND OF AMERICA R3 Other Investments n/a | Mutual Funds | — | — | $1.5M | 14.2% | |
| JP MORGAN SMART RETIREMENT 2040 Other Investments n/a | Other securities | — | — | $1.1M | 10.7% | |
| MFS GROWTH INV R3 Other Investments n/a | Mutual Funds | — | — | $1.0M | 9.6% | |
| AMERICAN FUNDS CAP WORLD GR & INC R3 Other Investments n/a | Mutual Funds | — | — | $921K | 8.9% | |
| GENERAL ACCOUNT Other Investments n/a | Other securities | — | — | $626K | 6.0% | |
| AMERICAN FUNDS CAP INC BUILDER R3 Other Investments n/a | Mutual Funds | — | — | $603K | 5.8% | |
| JP MORGAN SMART RETIREMENT 2030 Other Investments n/a | Other securities | — | — | $559K | 5.4% | |
| GOLDMAN SACHS MID CAP VALUE A Other Investments n/a | Other securities | — | — | $533K | 5.1% | |
| AMERICAN FUNDS FND IN R3 Other Investments n/a | Mutual Funds | — | — | $485K | 4.7% | |
| GOLDMAN SACHS BOND A Other Investments n/a | Other securities | — | — | $452K | 4.3% | |
| MASSMUTUAL REITRESMART BY JPM 2035 Other Investments n/a | Other securities | — | — | $391K | 3.8% | |
| JP MORGAN SMART RETIREMENT 2020 Other Investments n/a | Other securities | — | — | $352K | 3.4% | |
| VICTORY SYCAMORE EST VALUE A Other Investments n/a | Other securities | — | — | $290K | 2.8% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R3 Other Investments n/a | Mutual Funds | — | — | $287K | 2.8% | |
| BLACKROCK TOTAL RETURN A Other Investments n/a | Other securities | — | — | $254K | 2.4% | |
| MASSMUTUAL SMALL CAP VALUE A Other Investments n/a | Other securities | — | — | $250K | 2.4% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R3 Other Investments n/a | Mutual Funds | — | — | $217K | 2.1% | |
| VICTORY SYCAMORE SM CO OPP A Other Investments n/a | Common Stocks | — | — | $160K | 1.5% | |
| JP MORGAN MID CAP GROWTH Other Investments n/a 927 AMERICAN CENTURY EQUITY INCOME Other Investments n/a 290 * LOAN FUND Interest Rates (3.25‐8.50%) ‐ | Bonds / Notes | — | — | $149K | 1.4% | |
| MASSMUTUAL RETIRESMART BY JPM 2060 Other Investments n/a | Other securities | — | — | $90K | 0.9% | |
| CLEARBRIDGE MID CAP A Other Investments n/a | Other securities | — | — | $71K | 0.7% | |
| MASSMUTUAL RETIRESMART BY JPB 2050 Other Investments n/a | Other securities | — | — | $69K | 0.7% | |
| MASSMUTUAL RETIRESMART BY JPM 2045 Other Investments n/a | Other securities | — | — | $32K | 0.3% | |
| FIDELITY ADVISOR TOTAL BOND M Other Investments n/a | Mutual Funds | — | — | $11K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
