Lee Rodriguez signed Weststar Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Weststar Bank's EIN is 74-2559241.
Download the official 2024 Form 5500 (PDF) for Weststar Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Weststar 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 |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | PLAN CUSTODIAN | $40K | — |
| ALLIANCE BENEFIT GROUP | 76-0342548 | HOUSTON, TX | PLAN RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDINGS SECURITIES, INC. | 91-1802259 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vngrd Trgt Rtrmt 2025 Inv Mutual Fund | Other securities | — | — | $3.1M | 11.8% | |
| Vngrd Trgt Rtrmt 2030 Inv Mutual Fund | Other securities | — | — | $2.3M | 8.7% | |
| Nw Fixed Select Option Insurance Company General Account | Common Stocks | — | — | $2.2M | 8.4% | |
| Vngrd Trgt Rtrmt 2035 Inv Mutual Fund | Other securities | — | — | $2.0M | 7.7% | |
| Vngrd Trgt Rtrmt 2040 Inv Mutual Fund | Other securities | — | — | $2.0M | 7.4% | |
| Vngrd Trgt Rtrmt 2045 Inv Mutual Fund | Other securities | — | — | $1.5M | 5.7% | |
| Vngrd Trgt Rtrmt 2055 Inv Mutual Fund | Other securities | — | — | $1.4M | 5.4% | |
| Vngrd Trgt Rtrmt 2050 Inv Mutual Fund | Other securities | — | — | $1.3M | 4.8% | |
| Vngrd 500 Index Fd As Mutual Fund | Common Collective Trusts | — | — | $1.2M | 4.6% | |
| Vngrd Trgt Rtrmt 2020 Inv Mutual Fund | Other securities | — | — | $1.2M | 4.4% | |
| Vngrd Wlngtn Inv Mutual Fund | Other securities | — | — | $1.1M | 4.1% | |
| Vngrd Gr Indx Adml Mutual Fund | Other securities | — | — | $1.1M | 4.0% | |
| Vngrd Eq Inc Inv Mutual Fund | Common Stocks | — | — | $869K | 3.3% | |
| Fed Hrms Gov Oblgtns Prmr Mutual Fund | Other securities | — | — | $715K | 2.7% | |
| Invsco Glbl Y Mutual Fund | Other securities | — | — | $661K | 2.5% | |
| Vngrd Trgt Rtrmt 2065 Inv Mutual Fund | Other securities | — | — | $482K | 1.8% | |
| Vngrd Trgt Rtrmt Inc Mutual Fund | Common Stocks | — | — | $461K | 1.7% | |
| Cnstga Sm Cap Inst Mutual Fund | Other securities | — | — | $446K | 1.7% | |
| Jpm Mdcap Val L Mutual Fund | Other securities | — | — | $356K | 1.3% | |
| Pgim Ttl Rtn Bd Z Mutual Fund | Other securities | — | — | $282K | 1.1% | |
| Amfds Am Bal R6 Mutual Fund | Other securities | — | — | $281K | 1.1% | |
| Tchstn Mdcap Gr Y Mutual Fund | Other securities | — | — | $277K | 1.0% | |
| Vngrd Smcap Val Indx Adml Mutual Fund | Other securities | — | — | $250K | 0.9% | |
| Vngrd Trgt Rtrmt 2060 Inv Mutual Fund | Other securities | — | — | $216K | 0.8% | |
| Blkrk Is Ttlstkmkt Indx K Mutual Fund | Other securities | — | — | $132K | 0.5% | |
| party value (d) Cost (e) Current value Vngrd Wlsly Inc Inv Mutual Fund | Common Stocks | — | — | $89K | 0.3% | |
| Pimco Stkplsintdlrhdg Inst Mutual Fund | Mutual Funds | — | — | $82K | 0.3% | |
| Lrdabt Shrt Dur Inc I Mutual Fund | Common Stocks | — | — | $70K | 0.3% | |
| Amfds Gr Inc R6 Mutual Fund | Common Stocks | — | — | $63K | 0.2% | |
| Crmwll Cntrsqr Realest Inv Mutual Fund | Other securities | — | — | $56K | 0.2% | |
| Hrtfrd Schdrintmlcpvl Sdr Mutual Fund | Other securities | — | — | $56K | 0.2% | |
| Amfds Europacfc Gr R6 Mutual Fund | Other securities | — | — | $54K | 0.2% | |
| Vngrd Ttl Stmkt Indx Fd As Mutual Fund | Other securities | — | — | $53K | 0.2% | |
| Vngrd Star Inv Mutual Fund | Other securities | — | — | $35K | 0.1% | |
| Vngrd Sm Cap Indx Fd As Mutual Fund | Other securities | — | — | $21K | <0.1% | |
| Meeder Tctcl Inc Rtl Mutual Fund 736 Meeder Glbl Oppr Mutual Fund | Common Stocks | — | — | $16K | <0.1% | |
| Meeder Muirfield Fund Mutual Fund | Other securities | — | — | $10K | <0.1% | |
| Prncpl Divrs Realasst Inst Mutual Fund | Other securities | — | — | $10K | <0.1% | |
| Baird Aggregte Bd Inst Mutual Fund | Other securities | — | — | $10K | <0.1% | |
| Trowepr Spctrm Inc Mutual Fund | Common Stocks | — | — | $9K | <0.1% | |
| Meeder Dynmc Gr Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| Jpm Rsrch Mkt Nutrl I Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| Blackrock Strat Inc Oppr K Mutual Fund | Common Stocks | — | — | $7K | <0.1% | |
| Loomis Cor Pls Bd Y Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| Meeder Bal Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| Blkrk Tctcl Oppr Inst Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| Blkrk Evdriv Eq Inst Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| Blkrk Glbleqmktnutrl Inst Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Meeder Spctrm Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Vanguard Target Ret 2070 Fnd - Inv. ClassMutual Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $0 |
| — |
