Steve Phillips signed Databank Holdings, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Databank Holdings, Ltd.'s EIN is 83-0409949.
Download the official 2024 Form 5500 (PDF) for Databank Holdings, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Databank Holdings, Ltd.'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 |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $12K | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 149,430 shares | Other securities | — | $149K | $4.6M | 12.3% | |
| T. Rowe Price Retirement 2035 208,834 shares | Other securities | — | $209K | $4.4M | 11.8% | |
| T. Rowe Price Equity Index 500 27,194 shares | Common Collective Trusts | — | $27K | $4.2M | 11.3% | |
| T. Rowe Price Retirement 2050 208,421 shares | Other securities | — | $208K | $3.9M | 10.6% | |
| T. Rowe Price Retirement 2045 157,993 shares | Other securities | — | $158K | $3.5M | 9.4% | |
| T. Rowe Price Retirement 2030 102,993 shares | Other securities | — | $103K | $2.6M | 7.1% | |
| T. Rowe Price Retirement 2055 98,234 shares | Other securities | — | $98K | $2.0M | 5.2% | |
| T. Rowe Price Retirement 2060 90,758 shares | Other securities | — | $91K | $1.5M | 4.0% | |
| T. Rowe Price Retirement 2025 88,156 shares | Other securities | — | $88K | $1.5M | 3.9% | |
| s * T. Rowe Price New Horizons 25,503 shares | Mutual Funds | — | $26K | $1.4M | 3.8% | |
| T. Rowe Price Capital Appreciation 31,231 shares | Other securities | — | $31K | $1.1M | 2.9% | |
| Various maturity dates through 2051, * Participant Loans interest rates range 4.25%–9.5% | Bonds / Notes | — | — | $1.0M | 2.7% | |
| American Funds New World R6 10,479 shares | Mutual Funds | — | $10K | $807K | 2.2% | |
| American Funds Bond Fund of MAER R6 65,201 shares | Mutual Funds | — | $65K | $726K | 1.9% | |
| T. Rowe Price International Equity Index 45,729 shares | Common Collective Trusts | — | $46K | $717K | 1.9% | |
| T. Rowe Price Equity Income 19,705 shares | Other securities | — | $20K | $683K | 1.8% | |
| T. Rowe Price Small-cap Value 1,023 shares | Other securities | — | $1K | $540K | 1.4% | |
| T. Rowe Price Government Money Inv 326,545 shares | Other securities | — | $327K | $530K | 1.4% | |
| T. Rowe Price Extended Equity Market Index 15,034 shares | Other securities | — | $15K | $493K | 1.3% | |
| T. Rowe Price Retirement 2065 32,874 shares | Other securities | — | $33K | $423K | 1.1% | |
| T. Rowe Price U.S. Bond Index 29,837 shares | Other securities | — | $30K | $283K | 0.8% | |
| T. Rowe Price Retirement 2020 12,715 shares | Other securities | — | $13K | $237K | 0.6% | |
| T. Rowe Price Retirement Balanced Inv 4,416 shares | Other securities | — | $4K | $59K | 0.2% | |
| T. Rowe Price Retirement 2005 2,595 shares | Other securities | — | $3K | $31K | <0.1% | |
| T. Rowe Price Retirement 2010 1,808 shares | Other securities | — | $2K | $27K | <0.1% | |
| T. Rowe Price Retirement 2015 1,779 shares | Other securities | — | $2K | $22K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
