Rob Dean signed South Plains Financial, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
South Plains Financial, Inc.'s EIN is 75-2453320.
Download the official 2024 Form 5500 (PDF) for South Plains Financial, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)South Plains Financial, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | — | BOSTON, MA | CUSTODIAN | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE INCENTIVE PLANS, INC. | — | AUSTIN, TX | TPA, RECORDKEEPER | $53K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund [1] | Common Collective Trusts | — | — | $9.7M | 19.4% | |
| Fidelity Large Cap Growth Index Fund Instl Premium Class [1] | Common Collective Trusts | — | — | $5.5M | 11.0% | |
| Fidelity Short-Term Bond Index Fund [1] | Common Collective Trusts | — | — | $4.3M | 8.7% | |
| Fidelity U.S. Bond Index Fund [1] | Common Collective Trusts | — | — | $4.0M | 8.0% | |
| Fidelity Large Cap Value Index Fund Instl Premium Class [1] | Common Collective Trusts | — | — | $4.0M | 7.9% | |
| Fidelity International Index Fund [1] | Common Collective Trusts | — | — | $3.8M | 7.6% | |
| Fidelity Intermediate Treasury Bond Index Fund [1] | U.S. Treasuries | — | — | $3.3M | 6.5% | |
| Fidelity Multi-Asset Index Fund [1] | Common Collective Trusts | — | — | $3.0M | 6.0% | |
| Fidelity Mid Cap Index Fund [1] | Common Collective Trusts | — | — | $2.9M | 5.7% | |
| Fidelity Small Cap Index Fund Instl Premium Class [1] | Common Collective Trusts | — | — | $2.1M | 4.2% | |
| Fidelity Government Money Market Premium Class [1] | Mutual Funds | — | — | $1.7M | 3.3% | |
| Fidelity Emerging Markets Index Fund Instl Premium Class [1] | Common Collective Trusts | — | — | $1.7M | 3.3% | |
| DFA Global Equity Portfolio I [1] | Mutual Funds | — | — | $859K | 1.7% | |
| Vanguard Mid Cap Growth Index Fund Admiral Shares [1] | Common Collective Trusts | — | — | $626K | 1.2% | |
| Vanguard Mid Cap Value Index Fund Admiral Shares [1] | Common Collective Trusts | — | — | $569K | 1.1% | |
| Notes Receivable from Participants 1 month to 5 years, 4.25% - 9.50% [2] - | Bonds / Notes | — | — | $557K | 1.1% | |
| Vanguard Small Cap Growth Index Fund Admiral Shares [1] | Common Collective Trusts | — | — | $506K | 1.0% | |
| Vanguard Small Cap Value Index Fund Admiral Shares [1] | Common Collective Trusts | — | — | $221K | 0.4% | |
| Dodge & Cox Income Fund [1] | Mutual Funds | — | — | $189K | 0.4% | |
| American Funds American Balanced Fund R6 [1] | Mutual Funds | — | — | $139K | 0.3% | |
| Vanguard Target Retirement 2060 Fund Investor Class [1] | Mutual Funds | — | — | $44K | <0.1% | |
| Vanguard Total International Bond Index Fund Admiral Shares [1] | Common Collective Trusts | — | — | $32K | <0.1% | |
| DFA Inflation Protected Securities Portfolio Instl Class [1] | Mutual Funds | — | — | $11K | <0.1% | |
| Vanguard Target Retirement 2030 Fund Investor Class [1] | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | — | LUBBOCK, TX | AUDIT | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATLASMARK | — | AUSTIN, TX | INVESTMENT ADV | $180K | — |
