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Original filing (PDF)20251028162636NAL0007112257002
WEBBANK CORPORATION
Form 5500
FILING_RECEIVED
WEBBANK 401(K) SAFE HARBOR PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
237
Accounts w/ balance
261
Plan assets (EOY)
$28.5M
Net assets (EOY)
$28.5M
How this plan invests
This plan
13 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
85
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "SELF DIRECTED INVESTMENTS PCRA Self-Directed Brokerage Account" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEBBANK CORPORATION.
Plan sponsor
Name
WEBBANK CORPORATION
EIN
87-0528836
Address
215 SOUTH STATE STREET, SUITE 1000 · SALT LAKE CITY, UT · 84111
Phone
(801) 456-8362
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-28
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $295 | — |
Investments
23 direct securities · 13 pooled funds· $28.9M(100% of reported assets)
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.
Uncategorized
$27.0M
21 holdings
Common Collective Trust
$1.8M
13 holdings
Mutual Funds
$87K
1 holding
PARTNERSHIP/JOINT VENTURE
$4K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SELF DIRECTED INVESTMENTS PCRA Self-Directed Brokerage Account | — | — | — | $11.5M | 40.3% | |
| Schwab S&P 500 Index Fund | — | — | $80K | $7.2M | 25.3% | |
| Janus Henderson Growth & Incm T | — | — | $29K | $2.0M | 7.0% | |
| Columbia Contrarian Core FD Z | — | — | $52K | $1.9M | 6.5% | |
| MONEY MARKET SHARES/UNITS * Charles Schwab Trust Bank - Money Market | — | — | — | $947K | 3.3% | |
| Schwab International Index FD | — | — | $23K | $530K | 1.9% | |
| Fidelity Total Bond K6 | — | — | $52K | $457K | 1.6% | |
| PARTICIPANT LOANS (4.00% - 9.50%) | — | — | — | $423K | 1.5% | |
| NOTES RECEIVABLE FROM PARTICIPANTS with maturities through 2030 | — | — | — | $423K | 1.5% | |
| AB LARGE CAP GROWTH CIT ALLIANCEBERNSTEIN LP · EIN 04-6948485 / PN 007 | Common Collective Trust | — | $15K | $351K | 1.2% | |
| American Beacon LG Cap Value | — | — | $13K | $350K | 1.2% | |
| Fidelity Mid Cap Index | — | — | $9K | $316K | 1.1% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | $6K | $311K | 1.1% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | $6K | $297K | 1.0% | |
| American Fund New World R6 | — | — | $3K | $263K | 0.9% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | $9K | $241K | 0.8% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | $6K | $225K | 0.8% | |
| Vanguard Small Cap Index Admiral | — | — | $2K | $176K | 0.6% | |
| MFS Mid Cap Value R6 | — | — | $5K | $171K | 0.6% | |
| JP Morgan Mid Cap Growth R6 | — | — | $2K | $121K | 0.4% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | $4K | $109K | 0.4% | |
| Avantis US Small Cap Value Institutional | — | — | $6K | $104K | 0.4% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | $2K | $95K | 0.3% | |
| PGIM Global Total Return R6 | — | — | $11K | $92K | 0.3% | |
| S Amcent Small Cap Growth R6 | Mutual Funds | — | $4K | $87K | 0.3% | |
| SCH Treas Infl Pro Secs Idx | — | — | $7K | $74K | 0.3% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | $2K | $68K | 0.2% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $38K | 0.1% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | $1K | $27K | <0.1% | |
| JP Morgan Income R6 | — | — | $2K | $19K | <0.1% | |
| AMERICAN FD HI INC TRUST R6 Registered Investment Company | — | — | — | $8K | <0.1% | |
| American Fund High Income Trust 818 | — | — | — | $8K | <0.1% | |
| SCHWAB INDEXED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $5K | <0.1% | |
| INTERESTS Limited Partnership | PARTNERSHIP/JOINT VENTURE | — | — | $4K | <0.1% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $2K | <0.1% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $2K | <0.1% |
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