Joseph Raymond David, Sr. signed Pilot Point Bancorp, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pilot Point Bancorp, Inc.'s EIN is 75-2041458.
Download the official 2024 Form 5500 (PDF) for Pilot Point Bancorp, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pilot Point Bancorp, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMERCE STREET INVESTMENT ADVISORS | 26-0180443 | — | INVESTMENT ADVISORY | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | — | NONE | $13K | — |
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.
| % of plan | |||
|---|---|---|---|
| COHEN & STEERS COLLECTIVE INVESTMEN SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | $271K | 3.0% |
