Rob Floyd signed Union Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Union Bank's EIN is 71-0182110.
Download the official 2024 Form 5500 (PDF) for Union Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Union 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | ADVISOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.4M | 86.1% | |
| [Assets held in interest-bearing cash] | Other | — | — | $1.2M | 11.9% | |
| [Assets held in participant loans] | Other | — | — | $188K | 1.9% |
