Linda Farley signed Needham Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Needham Bank's EIN is 84-3556185.
Download the official 2024 Form 5500 (PDF) for Needham Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Needham Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| NB Bancorp, Inc. | Common Stocks | — | — | $11.4M | 19.7% | |
| Fidelity Investments | Mutual Funds | — | — | $6.0M | 10.3% | |
| Principal Global Investors Trust Company | Common Stocks | — | — | $4.9M | 8.5% | |
| PRINCIPAL LT 2040 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 004 | Common Collective Trust | — | — | $4.9M | 8.5% | |
| Principal Global Investors Trust Company | Common Stocks | — | — | $4.6M | 8.0% | |
| PRINCIPAL LT 2050 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 005 | Common Collective Trust | — | — | $4.6M | 8.0% | |
| Principal Global Investors Trust Company | Common Stocks | — | — | $3.7M | 6.4% | |
| PRINCIPAL LT 2025 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 009 | Common Collective Trust | — | — | $3.7M | 6.4% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $3.4M | 5.9% | |
| Principal Global Investors Trust Company | Common Stocks | — | — | $2.8M | 4.9% | |
| PRINCIPAL LT 2030 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 003 | Common Collective Trust | — | — | $2.8M | 4.9% | |
| Principal Global Investors Trust Company | Common Stocks | — | — | $2.3M | 3.9% | |
| PRINCIPAL LT 2035 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 010 | Common Collective Trust | — | — | $2.3M | 3.9% | |
| Principal Global Investors Trust Company | Common Stocks | — | — | $2.2M | 3.8% | |
| PRINCIPAL LT 2045 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 011 | Common Collective Trust | — | — | $2.2M | 3.8% | |
| Principal Global Investors Trust Company | Common Stocks | — | — | $2.2M | 3.8% | |
| PRINCIPAL LT 2055 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 012 | Common Collective Trust | — | — | $2.2M | 3.8% | |
| Principal Global Investors Trust Company | Common Stocks | — | — | $1.7M | 3.0% | |
| PRINCIPAL LT 2020 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 002 | Common Collective Trust | — | — | $1.7M | 3.0% | |
| Principal Global Investors Trust Company | Common Stocks | — | — | $1.6M | 2.7% | |
| PRINCIPAL LT 2060 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 007 | Common Collective Trust | — | — | $1.6M | 2.7% | |
| Principal Global Investors Trust Company | Common Stocks | — | — | $1.5M | 2.7% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.5M | 2.7% | |
| Principal Life Insurance Company | Common Stocks | — | — | $1.4M | 2.5% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $1.2M | 2.1% | |
| PIMCO | Mutual Funds | — | — | $1.0M | 1.7% | |
| Massachusetts Financial Service Co Institutional Trust | Common Stocks | — | — | $955K | 1.6% | |
| Notes receivable from participants | Other securities | — | — | $698K | 1.2% | |
| Principal Global Investors Trust Company | Common Stocks | — | — | $652K | 1.1% | |
| PRINCIPAL LT STR INC CIT TR I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 006 | Common Collective Trust | — | — | $652K | 1.1% | |
| Principal Global Investors Trust Company | Common Stocks | — | — | $603K | 1.0% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $603K | 1.0% | |
| Principal Global Investors Trust Company | Common Stocks | — | — | $529K | 0.9% | |
| PRINCIPAL LT 2015 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 008 | Common Collective Trust | — | — | $529K | 0.9% | |
| Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $433K | 0.7% | |
| Principal Global Investors Trust Company | Common Stocks | — | — | $426K | 0.7% | |
| PRINCIPAL LT 2065 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 013 | Common Collective Trust | — | — | $426K | 0.7% | |
| PGIM | Other securities | — | — | $302K | 0.5% | |
| Principal Global Investors Trust Company | Common Stocks | — | — | $237K | 0.4% | |
| PRINCIPAL LT 2070 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 014 | Common Collective Trust | — | — | $237K | 0.4% | |
| Principal Global Investors Trust Company | Common Stocks | — | — | $207K | 0.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $207K | 0.4% | |
| Capital Research and Management Co | Common Stocks | — | — | $206K | 0.4% | |
| Principal Global Investors Trust Company | Common Stocks | — | — | $166K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $166K | 0.3% | |
| AB | Other securities | — | — | $128K | 0.2% | |
| Principal Global Investors Trust Company | Common Stocks | — | — | $80K | 0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $80K | 0.1% | |
| Vanguard Group | Mutual Funds | — | — | $74K | 0.1% | |
| Principal Global Investors Trust Company | Common Stocks | — | — | $6K | <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 |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
