Steve Sherman signed Washington Trust Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Washington Trust Bank's EIN is 91-0462347.
Download the official 2024 Form 5500 (PDF) for Washington Trust Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Washington Trust Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Large Cap Growth Index R6 357,107 shares | Mutual Funds | — | — | $23.9M | 11.5% | |
| Vanguard 500 Index Fund - Admiral 40,808 shares | Common Collective Trusts | — | — | $22.1M | 10.6% | |
| Empower Lifetime 2035 Instl 2,930,542 shares | Other securities | — | — | $15.9M | 7.6% | |
| Empower Lifetime 2040 Instl 1,311,633 shares | Other securities | — | — | $14.0M | 6.7% | |
| Empower Lifetime 2045 Instl 2,432,962 shares | Other securities | — | — | $13.6M | 6.5% | |
| Empower Lifetime 2025 Instl 2,262,312 shares | Other securities | — | — | $13.3M | 6.4% | |
| Empower Lifetime 2030 Instl 1,118,877 shares | Other securities | — | — | $11.8M | 5.6% | |
| * Empower Select Guaranteed Fund Group annuity contract | Guaranteed Income / GIC | — | — | $11.2M | 5.4% | |
| J P Morgan Equity Income R6 410,987 shares | Other securities | — | — | $9.8M | 4.7% | |
| Empower Lifetime 2050 Instl 832,102 shares | Other securities | — | — | $9.4M | 4.5% | |
| Vanguard Small Cap Growth Index Admiral 86,411 shares | Mutual Funds | — | — | $8.5M | 4.1% | |
| Empower Lifetime 2055 Instl 1,745,651 shares | Other securities | — | — | $7.9M | 3.8% | |
| Vanguard Mid-Cap Growth Index Admiral 62,326 shares | Mutual Funds | — | — | $6.8M | 3.3% | |
| Empower Lifetime 2020 Instl 641,648 shares | Other securities | — | — | $6.6M | 3.1% | |
| Goldman Sachs Mid Cap Value R6 171,305 shares | Other securities | — | — | $6.3M | 3.0% | |
| American Funds EuroPacific Gr R6 97,205 shares | Mutual Funds | — | — | $5.2M | 2.5% | |
| Federated Hermes Total Return Bond FD R6FTRLX 495,610 shares | Other securities | — | — | $4.6M | 2.2% | |
| Victory Sycamore Small Co Opportunity I 81,689 shares | Common Stocks | — | — | $3.9M | 1.8% | |
| s * Empower Lifetime 2015 Instl 486,551 shares | Mutual Funds | — | — | $3.5M | 1.7% | |
| Empower Lifetime 2060 Instl 317,756 shares | Other securities | — | — | $3.4M | 1.6% | |
| Participant loans through March 2034 - | Participant loans | — | — | $2.5M | 1.2% | |
| American Funds New World R6 21,807 shares | Mutual Funds | — | — | $1.7M | 0.8% | |
| Vanguard Real Estate Index Fund Admiral 12,228 shares | Common Collective Trusts | — | — | $1.5M | 0.7% | |
| Credit Suisse Commodity Ret Strat Instl 32,158 shares | Other securities | — | — | $725K | 0.3% | |
| Payden Emerging Markets Local Bond Inv 75,448 shares | Other securities | — | — | $341K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
