Jolen Jolly signed Diamond Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Diamond Bank's EIN is 71-0141380.
Download the official 2024 Form 5500 (PDF) for Diamond Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Diamond Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD-KEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | — | LITTLE ROCK, AR | ADVISOR | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIT Balanced Portfolio | Other securities | — | — | $1.8M | 16.8% | |
| FIT Aggressive Portfolio Class B | Other securities | — | — | $763K | 7.0% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $487K | 4.5% | |
| JP Morgan Mid Cap Growth Fund | Other securities | — | — | $377K | 3.5% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $273K | 2.5% | |
| Comerica Medium Cap Index Fund | Common Collective Trusts | — | — | $225K | 2.1% | |
| Comerica Large Cap Equity Index Fund | Common Collective Trusts | — | — | $190K | 1.8% | |
| Vanguard Admiral Treasury Money Market | Mutual Funds | — | — | $184K | 1.7% | |
| American Century Small Cap Growth R6 | Other securities | — | — | $153K | 1.4% | |
| Vanguard Mid Cap Value Index Fund | Common Collective Trusts | — | — | $144K | 1.3% | |
| MSCI iShares MSCI EAFE International Index K | Other securities | — | — | $139K | 1.3% | |
| Vanguard Target Retirement 2060 INV | Mutual Funds | — | — | $136K | 1.3% | |
| Participant loans Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $122K | 1.1% | |
| Vanguard Target Retirement 2040 INV | Mutual Funds | — | — | $102K | 0.9% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $99K | 0.9% | |
| Ascensus Schwab PCRA Self Directed Brokerage | Self-Directed Brokerage | — | — | $75K | 0.7% | |
| Comerica Small Cap Index Fund | Common Collective Trusts | — | — | $74K | 0.7% | |
| Vanguard Target Retirement 2045 INV | Mutual Funds | — | — | $73K | 0.7% | |
| Fidelity Advisor International Growth Z | Mutual Funds | — | — | $71K | 0.7% | |
| Vanguard Target Retirement 2055 INV | Mutual Funds | — | — | $65K | 0.6% | |
| Newport Self Directed Brokerage | Self-Directed Brokerage | — | — | $59K | 0.5% | |
| Vanguard Target Retirement 2030 INV 285 Vanguard Target Retirement 2035 INV | Mutual Funds | — | — | $50K | 0.5% | |
| FIT Moderately Conservative Portfolio | Other securities | — | — | $40K | 0.4% | |
| PGIM Total Return Bond Fund - R6 | Other securities | — | — | $40K | 0.4% | |
| Vanguard Target Retirement 2050 INV | Mutual Funds | — | — | $33K | 0.3% | |
| FIT Conservative Portfolio | Other securities | — | — | $18K | 0.2% | |
| Vanguard Target Retirement 2070 INV 565 Vanguard Target Retirement Income INV | Mutual Funds | — | — | $9K | <0.1% | |
| Vanguard Target Retirement 2065 INV | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard Short-term Investment Grade | Mutual Funds | — | — | $7K | <0.1% | |
| Janus Henderson Global Equity Income N | Mutual Funds | — | — | $7K | <0.1% | |
| Invesco Gold & Special Minerals | 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.
