Melanie Williams signed John Marshall Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
John Marshall Bank's EIN is 74-3125891.
Download the official 2024 Form 5500 (PDF) for John Marshall Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)John Marshall 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | RETAINED BY PLAN SPONSOR | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Amer Target 2030 Fund R6 117,575 shares | Other securities | — | $118K | $2.0M | 13.9% | |
| American Balanced Fund R6 59,097 shares | Other securities | — | $59K | $2.0M | 13.8% | |
| Fidelity 500 Index Fd 9,887 shares | Common Collective Trusts | — | $10K | $2.0M | 13.8% | |
| Fidelity Adv Growth Opport Z 8,480 shares | Mutual Funds | — | $8K | $1.7M | 11.6% | |
| Amer Target 2035 Fund R6 56,495 shares | Other securities | — | $56K | $1.1M | 7.3% | |
| Amer Target 2040 Fund R6 41,070 shares | Other securities | — | $41K | $844K | 5.8% | |
| Amer Target 2025 Fund R6 44,192 shares | Other securities | — | $44K | $671K | 4.6% | |
| Amer Target 2045 Fund R6 23,744 shares | Other securities | — | $24K | $503K | 3.4% | |
| Amer Target 2060 Fund R6 27,665 shares | Other securities | — | $28K | $496K | 3.4% | |
| Amer Target 2055 Fund R6 15,855 shares | Other securities | — | $16K | $419K | 2.9% | |
| American Funds 2065 TD Ret R6 23,643 shares | Mutual Funds | — | $24K | $414K | 2.8% | |
| Amer Target 2050 Fund R6 18,289 shares | Other securities | — | $18K | $382K | 2.6% | |
| American New Perspective R6 6,136 shares | Other securities | — | $6K | $381K | 2.6% | |
| Variable interest rates and *Notes receivable from Participants maturities | Other securities | — | — | $355K | 2.4% | |
| Amer Target 2020 Fund R6 26,100 shares | Other securities | — | $26K | $351K | 2.4% | |
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | $308K | $308K | 2.1% | |
| Hartford Strategic Income R6 119 shares 927 * JH Invest Grade Bd Fd 25,487 shares | Other securities | — | $25K | $228K | 1.6% | |
| Fidelity Mid Cap Index Fund 5,011 shares | Common Collective Trusts | — | $5K | $169K | 1.2% | |
| American Funds U.S. Gov Sec R6 9,925 shares | Mutual Funds | — | $10K | $117K | 0.8% | |
| Fidelity Sm Cap Index Fund 2,267 shares | Common Collective Trusts | — | $2K | $63K | 0.4% | |
| John Hancock Intl Growth R6 2,135 shares | Other securities | — | $2K | $58K | 0.4% | |
| Fidelity International Idx Fd 686 shares | Common Collective Trusts | — | — | $33K | 0.2% | |
| Fidelity Emerging Markets K 182 shares | Mutual Funds | — | — | $7K | <0.1% | |
| DWS RREEF Real Estate Secs R6 164 shares | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
