Stephanie A. Banister signed Five Star Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Five Star Bank's EIN is 68-0440105.
Download the official 2024 Form 5500 (PDF) for Five Star Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Five Star Bank'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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS, INC | 52-1309931 | — | NONE | $3K | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| TIAA-CREF | 13-1624203 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price TRP Retirement 2050 TR-A # | Other securities | — | — | $2.7M | 13.1% | |
| T. Rowe Price TRP Retirement 2045 TR-A # | Other securities | — | — | $2.3M | 11.1% | |
| Fidelity 500 # | Mutual Funds | — | — | $2.1M | 10.5% | |
| T. Rowe Price TRP Retirement 2025 TR-A # | Other securities | — | — | $2.1M | 10.4% | |
| TIAA TIAA-CREF Large Cap Growth # | Mutual Funds | — | — | $1.9M | 9.2% | |
| T. Rowe Price TRP Retirement 2035 TR-A # | Other securities | — | — | $1.3M | 6.6% | |
| T. Rowe Price TRP Retirement 2030 TR-A # | Other securities | — | — | $1.3M | 6.2% | |
| Fidelity Large Cap Value # | Mutual Funds | — | — | $1.1M | 5.3% | |
| T. Rowe Price TRP Retirement 2060 TR-A # | Other securities | — | — | $895K | 4.4% | |
| Fidelity Mid Cap # | Mutual Funds | — | — | $725K | 3.6% | |
| T. Rowe Price TRP Retirement 2055 TR-A # | Other securities | — | — | $574K | 2.8% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 5.25% - 10.50% | Bonds / Notes | — | — | $420K | 2.1% | |
| T. Rowe Price TRP Retirement 2020 TR-A # | Other securities | — | — | $400K | 2.0% | |
| T. ROWE PRICE GOVERNMENT MONEY I INTEREST BEARING CASH | Cash / Money Market | — | — | $390K | 1.9% | |
| T. Rowe Price TRP Retirement 2040 TR-A # | Other securities | — | — | $343K | 1.7% | |
| Fidelity Intl Market # | Mutual Funds | — | — | $336K | 1.7% | |
| T. Rowe Price TRP Ultra Short-term Bond # | Other securities | — | — | $298K | 1.5% | |
| T. Rowe Price TRP Retirement 2065 TR-A # | Other securities | — | — | $284K | 1.4% | |
| Fidelity Intl # | Mutual Funds | — | — | $225K | 1.1% | |
| Allspring Precious Metal # | Mutual Funds | — | — | $202K | 1.0% | |
| Schwab US Aggregate Bond # | Mutual Funds | — | — | $193K | 0.9% | |
| Fidelity Small Cap Growth # | Mutual Funds | — | — | $88K | 0.4% | |
| American Fund American New World R6 # | Other securities | — | — | $79K | 0.4% | |
| Vanguard Mid Cap Growth Admiral # | Mutual Funds | — | — | $71K | 0.3% | |
| Fidelity Small Cap Value # | Mutual Funds | — | — | $58K | 0.3% | |
| American Fund American Fund Bond R6 # | Other securities | — | — | $42K | 0.2% | |
| Vanguard Mid Cap Value Admiral # | Mutual Funds | — | — | $17K | <0.1% | |
| PIMCO Low Duration Income # | Mutual Funds | — | — | $10K | <0.1% | |
| Schwab FDMTL Intl Small Equity # | Mutual Funds | — | — | $6K | <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 |
|---|---|---|---|---|---|
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| SCHWABE, WILLIAMSON & WYATT | — | PORTLAND, OR | NONE | $0 | — |
| ALL SPRING GLOBAL | — | CHARLOTTE, NC | NONE | $0 | — |
