Steve Stanford signed Webbank Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Webbank Corporation's EIN is 87-0528836.
Download the official 2024 Form 5500 (PDF) for Webbank Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Webbank Corporation's plan includes a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $295 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SELF DIRECTED INVESTMENTS PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $11.5M | 40.3% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | $80K | $7.2M | 25.3% | |
| Janus Henderson Growth & Incm T | Mutual Funds | — | $29K | $2.0M | 7.0% | |
| Columbia Contrarian Core FD Z | Other securities | — | $52K | $1.9M | 6.5% | |
| MONEY MARKET SHARES/UNITS * Charles Schwab Trust Bank - Money Market | Mutual Funds | — | — | $947K | 3.3% | |
| Schwab International Index FD | Mutual Funds | — | $23K | $530K | 1.9% | |
| Fidelity Total Bond K6 | Mutual Funds | — | $52K | $457K | 1.6% | |
| NOTES RECEIVABLE FROM PARTICIPANTS with maturities through 2030 | Other securities | — | — | $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 | Other securities | — | $13K | $350K | 1.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | $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 | Other securities | — | $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 | Mutual Funds | — | $2K | $176K | 0.6% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | $5K | $171K | 0.6% | |
| JP Morgan Mid Cap Growth R6 | Other securities | — | $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 | Other securities | — | $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 | Other securities | — | $11K | $92K | 0.3% | |
| S Amcent Small Cap Growth R6 | Mutual Funds | — | $4K | $87K | 0.3% | |
| SCH Treas Infl Pro Secs Idx | Common Collective Trusts | — | $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 | Other securities | — | $2K | $19K | <0.1% | |
| American Fund High Income Trust 818 | Other securities | — | — | $8K | <0.1% | |
| AMERICAN FD HI INC TRUST R6 Registered Investment Company | Common Stocks | — | — | $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% |
