Thomas Moeai signed First Utah Bank Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Utah Bank Inc.'s EIN is 87-0344903.
Download the official 2024 Form 5500 (PDF) for First Utah Bank Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Utah Bank Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $41K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $100 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity 500 INDEX | Mutual Funds | — | — | $1.8M | 15.7% | |
| Fidelity FREEDOM INDEX INCOME IPR | Mutual Funds | — | — | $1.5M | 13.5% | |
| Fidelity FREEDOM INDEX 2040 IPR | Mutual Funds | — | — | $1.4M | 12.4% | |
| Fidelity FREEDOM INDEX 2045 IPR | Mutual Funds | — | — | $1.2M | 10.3% | |
| Fidelity FREEDOM INDEX 2055 IPR | Mutual Funds | — | — | $1.0M | 9.3% | |
| Fidelity FREEDOM INDEX 2030 IPR | Mutual Funds | — | — | $902K | 8.0% | |
| Fidelity FREEDOM INDEX 2025 IPR | Mutual Funds | — | — | $799K | 7.1% | |
| LINCOLN STABLE VALUE Lincoln Financial LINCOLN LIFE (403B) ACCRUED INCOME | Stable Value | — | — | $786K | 7.0% | |
| Fidelity FREEDOM INDEX 2035 IPR | Mutual Funds | — | — | $625K | 5.6% | |
| Fidelity FREEDOM INDEX 2060 IPR | Mutual Funds | — | — | $470K | 4.2% | |
| Fidelity FREEDOM INDEX 2050 IPR | Mutual Funds | — | — | $209K | 1.9% | |
| with maturities through February 2029 -0- | Other securities | — | — | $155K | 1.4% | |
| Vanguard INFORMATION TECHNOLOGY INDEX ADM | Mutual Funds | — | — | $141K | 1.3% | |
| Vanguard REAL ESTATE INDEX ADMIRAL | Mutual Funds | — | — | $134K | 1.2% | |
| Fidelity MID CAP INDEX | Mutual Funds | — | — | $79K | 0.7% | |
| Fidelity FREEDOM INDEX 2065 IPR | Mutual Funds | — | — | $38K | 0.3% | |
| Vanguard SMALL CAP INDEX ADM | Mutual Funds | — | — | $16K | 0.1% | |
| Fidelity TOTAL MARKET INDEX | Common Collective Trusts | — | — | $4K | <0.1% | |
| Fidelity TOTAL INTERNATIONAL INDEX | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| BROKER/ADVISER |
| $0 |
| — |
