Juliette Stamper signed First US Bancshares, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First US Bancshares, Inc.'s EIN is 63-0843362.
Download the official 2024 Form 5500 (PDF) for First US Bancshares, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First US 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES | 46-5378846 | — | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | TRUSTEE | $0 | — |
| MSCS FS DIV OF BROADRIDGE BPO, LLP |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2025 TR-K T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $3.4M | 17.6% | |
| TRP RETIREMENT 2030 TR-K T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $3.4M | 17.5% | |
| WELLS FARGO STABLE VALUE FUND E GALLIARD CAPITAL MANAGEMENT · EIN 52-2250951 / PN 001 | Common Collective Trust | — | $30K | $1.8M | 9.4% | |
| TRP RETIREMENT 2040 TR-K T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.7M | 8.6% | |
| First US Bancshares, Inc. Common Stock Stock; 119,915 shares | Common Stocks | — | — | $1.5M | 7.8% | |
| TRP RETIREMENT 2055 TR-K T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.5M | 7.5% | |
| TRP RETIREMENT 2035 TR-K T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.3M | 7.0% | |
| Collective investment T Rowe Price Retirement 2035 funds; 38,867 shares | Common Collective Trusts | — | — | $1.3M | 6.9% | |
| TRP RETIREMENT 2045 TR-K T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.3M | 6.7% | |
| TRP RETIREMENT 2015 TR-K T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $937K | 4.8% | |
| TRP RETIREMENT 2050 TR-K T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $873K | 4.5% | |
| Fidelity 500 Index Mutual funds; 3,705 shares | Common Collective Trusts | — | — | $756K | 3.9% | |
| TRP RETIREMENT 2020 TR-K T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $229K | 1.2% | |
| TRP RETIREMENT 2060 TR-K T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $136K | 0.7% | |
| Collective investment T Rowe Price Retirement 2060 funds; 5,548 shares | Common Collective Trusts | — | — | $135K | 0.7% | |
| MFS MID CAP GROWTH FUND CLASS CT MFS · EIN 06-1050034 / PN 350 | Common Collective Trust | — | — | $109K | 0.6% | |
| Fidelity Extended Markets Ind Mutual funds; 694 shares | Mutual Funds | — | — | $63K | 0.3% | |
| Fidelity Total Intnl Ind Mutual funds; 4,012 shares | Mutual Funds | — | — | $54K | 0.3% | |
| JPMorgan Large Cap Growth Mutual funds; 632 shares | Other securities | — | — | $53K | 0.3% | |
| Principal Small Cap Growth Mutual funds; 3,216 shares | Other securities | — | — | $48K | 0.2% | |
| MFS LARGE CAP VALUE CIT CLASS CT MFS · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $43K | 0.2% | |
| TRP RETIREMENT 2010 TR-K T. ROWE PRICE · EIN 84-3388904 / PN 001 | Common Collective Trust | — | — | $43K | 0.2% | |
| TRP RETIREMENT 2065 TR-K T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $34K | 0.2% | |
| Collective investment T Rowe Price Retirement 2065 funds; 2,186 shares | Common Collective Trusts | — | — | $33K | 0.2% | |
| TRP RETIREMENT 2005 TR-K T. ROWE PRICE · EIN 84-3381700 / PN 001 | Common Collective Trust | — | — | $31K | 0.2% | |
| MFS MID CAP VALUE FUND CLASS CT MFS · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $28K | 0.1% | |
| Allspring Sp Small Cap Value Mutual funds; 543 shares | Other securities | — | — | $22K | 0.1% | |
| Cash Interest-bearing cash | Cash / Money Market | — | — | $10K | <0.1% | |
| Fidelity US Bond Index Mutual funds; 271 shares | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 33-1151291 |
| — |
| TRUSTEE |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT/FINANCIAL ADV | $62K | — |
