Todd Dobson signed Midfirst Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Midfirst Bank's EIN is 73-0383055.
Download the official 2024 Form 5500 (PDF) for Midfirst Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Midfirst Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $279K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALLAN LLC | 94-2192581 | — | CONSULTANT | $192K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund | Common Collective Trusts | — | $754K | $121.5M | 25.0% | |
| American Funds Target Date 2035 R6 | Mutual Funds | — | $2.0M | $38.1M | 7.9% | |
| American Funds Target Date 2040 R6 | Mutual Funds | — | $1.8M | $36.4M | 7.5% | |
| WT SMID CAP RES EQ 1 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 151 | Common Collective Trust | — | $1.3M | $36.3M | 7.5% | |
| American Funds Target Date 2045 R6 | Mutual Funds | — | $1.5M | $32.4M | 6.7% | |
| BrokerageLink Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $31.8M | 6.5% | |
| American Funds Target Date 2030 R6 | Mutual Funds | — | $1.8M | $31.4M | 6.5% | |
| American Funds Target Date 2050 R6 | Mutual Funds | — | $1.3M | $27.4M | 5.6% | |
| Fidelity Investments Money Market Government Portfolio – Class I | Mutual Funds | — | $25.6M | $25.6M | 5.3% | |
| American Funds Target Date 2055 R6 | Mutual Funds | — | $844K | $22.3M | 4.6% | |
| American Funds Target Date 2025 R6 | Mutual Funds | — | $1.2M | $18.1M | 3.7% | |
| American Funds Target Date 2060 R6 | Mutual Funds | — | $911K | $16.3M | 3.4% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | $272K | $14.6M | 3.0% | |
| Baird Core Plus Bond Fund Class Institutional | Other securities | — | $1.4M | $14.4M | 3.0% | |
| Notes receivable from participants Various amortizing loans; interest rates ranging from 5.25% to 10.50% with maturities from 2025 through 2034 | Bonds / Notes | — | — | $9.0M | 1.9% | |
| American Funds Target Date 2020 R6 | Mutual Funds | — | $470K | $6.3M | 1.3% | |
| American Funds Target Date 2010 R6 | Mutual Funds | — | $181K | $2.1M | 0.4% | |
| American Funds Target Date 2015 R6 | Mutual Funds | — | $66K | $808K | 0.2% | |
| FIAM SMID CAP CL O FIAM TRUST COMPANY · EIN 20-4659714 / PN 029 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| FORVIS LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $30K | — |
