KIM Vincent signed Susser Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Susser Bank's EIN is 75-1630026.
Download the official 2024 Form 5500 (PDF) for Susser Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Susser Bank's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | BOSTON, MA | NONE | $46K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $17.2M | 93.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $455K | 2.5% | |
| [Assets held in participant loans] | Other | — | — | $349K | 1.9% |
