GINA Heppel signed Southside Bancshares, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southside Bancshares, Inc.'s EIN is 75-1848732.
Download the official 2024 Form 5500 (PDF) for Southside Bancshares, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southside Bancshares, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $162K | $6.7M | 9.6% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $131K | $6.7M | 9.6% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $89K | $4.7M | 6.7% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $115K | $4.4M | 6.2% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $94K | $4.2M | 6.0% | |
| Fidelity Investments Fidelity 500 Index Fund 19,445 shares | Common Collective Trusts | — | $19K | $4.0M | 5.7% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $81K | $3.9M | 5.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | $47K | $3.8M | 5.4% | |
| * Southside Bancshares, Inc. Southside Bancshares, Inc. 110,016 shares | Common Stocks | — | $110K | $3.5M | 5.0% | |
| Vanguard Group Vanguard Fed Money Market Investment Fund 3,269,681 shares | Mutual Funds | — | $3.3M | $3.3M | 4.7% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $59K | $3.2M | 4.5% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $80K | $2.1M | 3.0% | |
| JP Morgan Funds JP Morgan U.S. Research Enhanced Equity R6 Fund 41,548 shares | Other securities | — | $42K | $1.8M | 2.6% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $56K | $1.7M | 2.5% | |
| Collective Investment Trusts Putnam Investments Putnam Large Cap Value Trust II 111,355 shares | Common Collective Trusts | — | $111K | $1.6M | 2.3% | |
| PUTNAM LG CP VAL TRST II S GREAT GRAY TRUST COMPANY · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $1.6M | 2.3% | |
| Notes Receivable * Participant loans Varying maturity dates with interest rates of 3.25% to 8.50% | Bonds / Notes | — | — | $1.4M | 2.0% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $40K | $1.4M | 2.0% | |
| Principal Global Investors Trust Company Principal Lifetime Hybrid Income Fund Z 61,805 shares | Common Stocks | — | $62K | $1.4M | 1.9% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.4M | 1.9% | |
| Franklin Templeton Investments Franklin Small Cap Growth R6 Fund 39,065 shares | Mutual Funds | — | $39K | $1.1M | 1.5% | |
| Eagle Financial Services, Inc. Carillon Eagle Mid Cap Growth R6 Fund 12,169 shares | Common Stocks | — | $12K | $949K | 1.4% | |
| Investment Contract * Principal Life Insurance Company Principal Fixed Income Guaranteed Option 58,716 shares | Common Stocks | — | $59K | $906K | 1.3% | |
| The American Funds American Funds New Perspective R6 Fund 14,477 shares $ | Mutual Funds | — | $14K | $900K | 1.3% | |
| Principal Life Insurance Company Account Z * Principal Life Insurance Company Principal Core Fixed Income Separate Account Z 35,341 shares | Pooled Separate Accounts | — | $35K | $630K | 0.9% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $630K | 0.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $5K | $596K | 0.8% | |
| Fidelity Investments Fidelity US Bond Index Fund 55,581 shares | Common Collective Trusts | — | $56K | $568K | 0.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $5K | $496K | 0.7% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | $5K | $459K | 0.7% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | $5K | $409K | 0.6% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $22K | $394K | 0.6% | |
| Principal Life Insurance Company Principal SmallCap Value II Separate Account Z 6,836 shares | Pooled Separate Accounts | — | $7K | $369K | 0.5% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $369K | 0.5% | |
| s * Principal Life Insurance Company Principal Diversified International Separate Account Z 2,038 shares | Pooled Separate Accounts | — | $2K | $266K | 0.4% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $266K | 0.4% | |
| The American Funds American Funds New World R6 2,159 shares | Mutual Funds | — | $2K | $166K | 0.2% | |
| (E) | Other securities | — | $21K | $35K | <0.1% | |
| Principal Global Real Estate Securities Separate 2,144 shares | Other securities | — | $2K | $35K | <0.1% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $35K | <0.1% | |
| (E) | Other securities | — | — | $30K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $2K | $30K | <0.1% | |
| Principal Life Insurance Company Principal Diversified Income Separate Account Z 1,311 shares | Pooled Separate Accounts | — | $1K | $21K | <0.1% | |
| PRIN DIV INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 134 | Pooled Separate Account | — | — | $21K | <0.1% | |
| Fidelity Investments Fidelity Total Int Index Fund 255 shares | Common Collective Trusts | — | — | $3K | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |
