JOSH Brack signed Midstate Bancorp, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Midstate Bancorp, Inc.'s EIN is 73-0736860.
Download the official 2024 Form 5500 (PDF) for Midstate Bancorp, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Midstate Bancorp, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment, profit-sharing, 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 | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCESS FINANCIAL RESOURCES INC | 73-1399373 | — | ADVISOR | $22K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.3M | 85.2% | |
| [Assets held in common collective trust] | Other | — | — | $1.4M | 14.0% | |
| JH STABLE VALUE I6 MANULIFE ASSET MANAGEMENT TRUST CO · EIN 01-0233346 / PN 001 | Common Collective Trust | — | — | $1.4M | 14.0% | |
| [Assets held in participant loans] | Other | — | — | $69K | 0.7% |
