Barry LADD signed Security State Bancshares, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Security State Bancshares, Inc.'s EIN is 62-1421082.
Download the official 2024 Form 5500 (PDF) for Security State Bancshares, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Security State Bancshares, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $134K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Prin Fixed Inc Guar Option | Common Stocks | — | — | $3.0M | 17.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.4M | 8.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.0M | 6.1% | |
| The American Funds American Funds NewPrsp R6 Fnd | Mutual Funds | — | — | $933K | 5.5% | |
| The American Funds Am Fds Grth Fd of Am R6 Fund | Mutual Funds | — | — | $895K | 5.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $860K | 5.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $858K | 5.0% | |
| The American Funds American Fds WshMut Inv R6 Fd | Mutual Funds | — | — | $750K | 4.4% | |
| Paricipant Loans Rates Range from 3.25% to 8.50% | Bonds / Notes | — | — | $738K | 4.3% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $709K | 4.2% | |
| BlackRock iShares S&P 500 Index K Fund | Common Collective Trusts | — | — | $598K | 3.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $585K | 3.4% | |
| Lord Abbett Lord Abbett Sht Drtn Inc R6 Fd | Mutual Funds | — | — | $579K | 3.4% | |
| The American Funds Am Fds Fndmtl Inv R6 Fund | Mutual Funds | — | — | $520K | 3.1% | |
| Vanguard Group Vanguard Equity-Inc Adm Fund | Mutual Funds | — | — | $433K | 2.5% | |
| Vanguard Group Vanguard ST Inv-Grade Adm Fd | Mutual Funds | — | — | $413K | 2.4% | |
| Dimensional Fund Advisors DFA Global Equity I Fund | Mutual Funds | — | — | $294K | 1.7% | |
| John Hancock John Hancock Bond R6 Fund | Other securities | — | — | $274K | 1.6% | |
| MFS Investment Management MFS Mid-Cap Growth R6 Fund | Mutual Funds | — | — | $237K | 1.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $233K | 1.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $208K | 1.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $192K | 1.1% | |
| Vanguard Group Vanguard Growth Index Adm Fund | Mutual Funds | — | — | $123K | 0.7% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $105K | 0.6% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $99K | 0.6% | |
| The American Funds Am Fds EuroPacific Grth R6 Fd | Mutual Funds | — | — | $92K | 0.5% | |
| Harbor Small Cap Gr Ret Fund | Other securities | — | — | $91K | 0.5% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $88K | 0.5% | |
| Dimensional Fund Advisors DFA US Small Cap I Fund | Mutual Funds | — | — | $83K | 0.5% | |
| The American Funds Amer Fund Cap Wld Bnd R6 Fund | Mutual Funds | — | — | $82K | 0.5% | |
| Vanguard Group Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | — | $74K | 0.4% | |
| Vanguard Group Vanguard Hi-Yld Corp Adm Fund | Mutual Funds | — | — | $71K | 0.4% | |
| Vanguard Group Vanguard Tl Stk Mkt Idx Adm Fd | Common Collective Trusts | — | — | $69K | 0.4% | |
| Fidelity Investments Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $65K | 0.4% | |
| Vanguard Group Vanguard Dev Mkts Index Adm Fd | Mutual Funds | — | — | $53K | 0.3% | |
| Legg Mason BRANDYWINEGLBL CORP CRD IS FD | Common Stocks | — | — | $45K | 0.3% | |
| Vanguard Group Vanguard MidCap Val Idx Adm Fd | Common Collective Trusts | — | — | $35K | 0.2% | |
| Dimensional Fund Advisors DFA Emerg Mrkts Small Cap I Fd | Mutual Funds | — | — | $23K | 0.1% | |
| Cohen & Steers Cohen & Steers Re Est Sec Z Fd | Other securities | — | — | $20K | 0.1% | |
| MFS Investment Management MFS New Discovery Value R6 Fd | Mutual Funds | — | — | $14K | <0.1% | |
| PRIN LIFETIME HY 2070 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $11K | <0.1% | |
| Dimensional Fund Advisors DFA Inter Gov Fixed Inc I Fd | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS LLC | 43-1829594 | — | CONTRACT ADMINISTRATOR | $4K | — |
