Shannon Livingston signed Community West Bancshares' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community West Bancshares' EIN is 77-0446957.
Download the official 2024 Form 5500 (PDF) for Community West Bancshares from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community West Bancshares' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHANNEL WEALTH LLC | 84-2475389 | — | ADVISOR | $16K | — |
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 | |||
|---|---|---|---|
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARLETT, PRINGLE & WOLF, LLP | 95-2089835 | — | ACCOUNTING/AUDITOR | $18K | — |
