Thomas Forese, Jr. signed Bay State Savings Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bay State Savings Bank's EIN is 75-3238872.
Download the official 2024 Form 5500 (PDF) for Bay State Savings Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bay State Savings Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SBERA COMMON COLLECTIVE TRUST SBERA · EIN 04-2004337 / PN 001 | Common Collective Trust | — | — | $7.4M | 98.6% | |
| Participant Loans Notes with per annum interest rates ranging from 4.25% to 9.50% - 0 - | Bonds / Notes | — | — | $105K | 1.4% |
