Holly Hawkins signed Exchange Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Exchange Bank's EIN is 94-0463800.
Download the official 2024 Form 5500 (PDF) for Exchange Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Exchange 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 |
|---|---|---|---|---|---|
| EPIC ADVISORS | 16-1450952 | — | RECORDKEEPER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Inv Registered Investment Company | Mutual Funds | — | — | $21.6M | 20.0% | |
| Vanguard Target Retirement Income Inv Registered Investment Company | Mutual Funds | — | — | $18.9M | 17.5% | |
| Federated Hermes Prime Csh Obl Registered Investment Company | Common Stocks | — | — | $14.2M | 13.2% | |
| Vanguard Total Stock Market Idx I Registered Investment Company | Common Collective Trusts | — | — | $9.6M | 8.9% | |
| Vanguard Target Retirement 2035 Inv Registered Investment Company | Mutual Funds | — | — | $5.7M | 5.3% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $5.4M | 5.0% | |
| Vanguard Target Retirement 2045 Inv Registered Investment Company | Mutual Funds | — | — | $4.5M | 4.2% | |
| Vanguard Balanced Index Adm Registered Investment Company | Mutual Funds | — | — | $4.1M | 3.8% | |
| Vanguard Small Cap Index I Registered Investment Company | Mutual Funds | — | — | $3.7M | 3.5% | |
| Vanguard Mutual Fund Total Bond Mkt | Mutual Funds | — | $4.1M | $3.7M | 3.4% | |
| Vanguard Us Growth Admiral Registered Investment Company | Mutual Funds | — | — | $3.5M | 3.3% | |
| Exchange Bank Stock Fund Registered Investment Company | Common Stocks | — | — | $2.5M | 2.3% | |
| Vanguard Target Retirement 2055 Inv Registered Investment Company | Mutual Funds | — | — | $1.8M | 1.7% | |
| Dfa Intl Core Equity Port Registered Investment Company | Mutual Funds | — | — | $1.8M | 1.7% | |
| American Funds Washington Mutual R6 Registered Investment Company | Mutual Funds | — | — | $1.6M | 1.5% | |
| Vanguard High-Yield Corporate Adm Registered Investment Company | Mutual Funds | — | $1.2M | $1.1M | 1.1% | |
| maturing through August 2036 0 | Other securities | — | — | $894K | 0.8% | |
| Various Participants Loans from 4.25% to 6.50% due up to 10/35 | Bonds / Notes | — | $894K | $894K | 0.8% | |
| Vanguard Mid Cap Index Adm Registered Investment Company | Mutual Funds | — | — | $780K | 0.7% | |
| Dfa Emerging Markets Core Equity Portfolio Registered Investment Company | Mutual Funds | — | — | $738K | 0.7% | |
| Dfa Real Estate Secs Port Registered Investment Company | Mutual Funds | — | $663K | $610K | 0.6% | |
| Fidelity Intl Bd Index Registered Investment Company | Mutual Funds | — | $401K | $410K | 0.4% | |
| Vanguard Target Retirement 2065 Fund Investor Shares Registered Investment Company | Mutual Funds | — | — | $258K | 0.2% | |
| IRA STABLE ASSET FUND STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 000 | Common Collective Trust | — | — | $64K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
