Corey Krusa signed Amarillo National Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Amarillo National Bank's EIN is 75-0109799.
Download the official 2024 Form 5500 (PDF) for Amarillo National Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Amarillo National 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $179K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK 80/20 TARGET ALLOCATION K | Other securities | — | — | $24.1M | 20.3% | |
| BLACKROCK 60/40 TARGET ALLOCATION K | Other securities | — | — | $23.9M | 20.2% | |
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $11.7M | 9.8% | |
| NUVEEN LARGE CAP GROWTH INDEX R6 | Mutual Funds | — | — | $5.7M | 4.8% | |
| INVESTCO INVESCO PREMIER US GOVERNMENT MONEY I | Mutual Funds | — | — | $5.5M | 4.6% | |
| BLACKROCK 40/60 TARGET ALLOCATION K | Other securities | — | — | $4.7M | 4.0% | |
| EMPOWER SF BALANCED TRUST ELA SECUREFOUNDATION II CIT · EIN 39-1410818 / PN 000 | Common Collective Trust | — | — | $4.4M | 3.7% | |
| BLACKROCK LIFEPATH INDEX RETIRE K | Other securities | — | — | $3.7M | 3.1% | |
| BLACKROCK LIFEPATH INDEX 2030 K | Other securities | — | — | $3.6M | 3.1% | |
| BLACKROCK LIFEPATH INDEX 2045 K | Other securities | — | — | $3.3M | 2.8% | |
| JP MORGAN JPMORGAN GROWTH ADVANTAGE R6 | Other securities | — | — | $2.9M | 2.4% | |
| BLACKROCK LIFEPATH INDEX 2035 K | Other securities | — | — | $2.2M | 1.9% | |
| VANGUARD SMALL CAP INDEX ADM | Mutual Funds | — | — | $2.1M | 1.8% | |
| SCHWAB INTERNATIONAL INDEX | Mutual Funds | — | — | $2.1M | 1.7% | |
| VANGUARD MID CAP INDEX ADM | Mutual Funds | — | — | $2.0M | 1.7% | |
| NUVEEN LARGE CAP VALUE INDEX R6 | Mutual Funds | — | — | $1.6M | 1.4% | |
| BAIRD AGGREGATE BOND INST | Other securities | — | — | $1.6M | 1.4% | |
| JP MORGAN JP MORGAN U.S. VALUE R6 | Other securities | — | — | $1.4M | 1.2% | |
| BLACKROCK LIFEPATH INDEX 2040 K | Other securities | — | — | $1.3M | 1.1% | |
| BLACKROCK LIFEPATH INDEX 2060 K | Other securities | — | — | $1.0M | 0.9% | |
| BLACKROCK LIFEPATH INDEX 2050 K | Other securities | — | — | $943K | 0.8% | |
| BLACKROCK LIFEPATH INDEX 2055 K | Other securities | — | — | $835K | 0.7% | |
| BLACKROCK LIFEPATH INDEX 2065 K | Other securities | — | — | $816K | 0.7% | |
| BLACKROCK 20/80 TARGET ALLOCATION K | Other securities | — | — | $719K | 0.6% | |
| EMPOWER SDB | Other securities | — | — | $581K | 0.5% | |
| FEDERATED HERMES TOTAL RETURN BOND R6 | Other securities | — | — | $548K | 0.5% | |
| FIDELITY FREEDOM 2030 K6 | Mutual Funds | — | — | $447K | 0.4% | |
| T ROWE T ROWE PRICE US TREASURY INTERM I | U.S. Treasuries | — | — | $442K | 0.4% | |
| BAIRD SHORT-TERM BOND INST | Other securities | — | — | $344K | 0.3% | |
| FIDELITY FREEDOM 2050 K6 | Mutual Funds | — | — | $275K | 0.2% | |
| BLACKROCK HIGH YIELD PORTFOLIO K | Other securities | — | — | $249K | 0.2% | |
| FIDELITY FREEDOM 2055 K6 | Mutual Funds | — | — | $190K | 0.2% | |
| DODGE & COX DODGE & COX INCOME FUND - I | Mutual Funds | — | — | $159K | 0.1% | |
| FIDELITY FREEDOM 2045 K6 | Mutual Funds | — | — | $121K | 0.1% | |
| FIDELITY FREEDOM 2065 K6 | Mutual Funds | — | — | $94K | <0.1% | |
| FEDERATED HERMES INTL LEADERS R6 | Other securities | — | — | $61K | <0.1% | |
| EMPOWER SDB ROTH | Other securities | — | — | $53K | <0.1% | |
| MFS GLOBAL BOND R6 | Mutual Funds | — | — | $10K | <0.1% | |
| FIDELITY FREEDOM 2040 K6 | Mutual Funds | — | — | $2K | <0.1% | |
| FIDELITY FREEDOM 2060 K6 | 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.
