LORI Burquez signed Cathay General Bancorp's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cathay General Bancorp's EIN is 95-4274680.
Download the official 2024 Form 5500 (PDF) for Cathay General Bancorp from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cathay General Bancorp's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT FINANCIAL SERVICE | 20-8532658 | — | NONE | $290K | — |
| FARBER HASS HURLEY LLP |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Trust Bank JPMorgan Large Cap Growth R4 | Mutual Funds | — | — | $36.5M | 14.1% | |
| Charles Schwab Trust Bank Vanguard Institutional Index | Mutual Funds | — | — | $29.7M | 11.4% | |
| T.ROWE PRICE STB VAL COMMON TR FUND T.ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $22.1M | 8.5% | |
| Charles Schwab Trust Bank American Funds New Perspective R4 | Mutual Funds | — | — | $16.9M | 6.5% | |
| Charles Schwab Trust Bank American Funds Fundamental Investors R4 | Mutual Funds | — | — | $14.9M | 5.7% | |
| Charles Schwab Trust Bank Principal Mid Cap R4 | Mutual Funds | — | — | $14.6M | 5.6% | |
| Charles Schwab Trust Bank John Hancock Disciplined Value R5 | Mutual Funds | — | — | $10.3M | 4.0% | |
| s - * Charles Schwab Trust Bank Europacific Growth R4 ** $ | Mutual Funds | — | — | $10.0M | 3.8% | |
| Charles Schwab Trust Bank Loomis Sayles Investment Grade Bond | Mutual Funds | — | — | $9.2M | 3.5% | |
| s (Continued) - * Charles Schwab Trust Bank Parnassus Core Equity Inv ** $ | Mutual Funds | — | — | $7.1M | 2.7% | |
| Charles Schwab Trust Bank T. Rowe Price Retirement 2035 | Mutual Funds | — | — | $6.5M | 2.5% | |
| Charles Schwab Trust Bank American Funds Balanced R4 | Mutual Funds | — | — | $5.9M | 2.3% | |
| Charles Schwab Trust Bank T. Rowe Price Retirement 2025 | Mutual Funds | — | — | $5.6M | 2.2% | |
| Charles Schwab Trust Bank Vanguard Explorer Adm Shares | Mutual Funds | — | — | $5.1M | 1.9% | |
| BLACKROCK EQUITY DIVIDEND Registered Investment Company | Common Stocks | — | — | $5.0M | 1.9% | |
| Charles Schwab Trust Bank Allspring Special Mid Cap Value Inst | Mutual Funds | — | — | $4.9M | 1.9% | |
| Charles Schwab Trust Bank T. Rowe Price Retirement 2030 | Mutual Funds | — | — | $4.8M | 1.8% | |
| Charles Schwab Trust Bank Vanguard Small Cap Index Adm | Mutual Funds | — | — | $4.6M | 1.8% | |
| Charles Schwab Trust Bank Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $4.0M | 1.5% | |
| Charles Schwab Trust Bank Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $3.6M | 1.4% | |
| Charles Schwab Trust Bank Pioneer Strategic Income Y | Mutual Funds | — | — | $3.5M | 1.4% | |
| Charles Schwab Trust Bank T. Rowe Price Retirement 2020 | Mutual Funds | — | — | $3.5M | 1.4% | |
| Charles Schwab Trust Bank Vanguard Total International Stock Index Adm | Mutual Funds | — | — | $3.5M | 1.3% | |
| Charles Schwab Trust Bank T. Rowe Price Retirement 2040 | Mutual Funds | — | — | $3.4M | 1.3% | |
| Charles Schwab Trust Bank Vanguard Inflation Protected Adm | Mutual Funds | — | — | $3.2M | 1.2% | |
| Charles Schwab Trust Bank Columbia Small Cap Value II Adv | Mutual Funds | — | — | $2.6M | 1.0% | |
| Charles Schwab Trust Bank T. Rowe Price Retirement 2045 | Mutual Funds | — | — | $2.5M | 1.0% | |
| Charles Schwab Trust Bank T. Rowe Price Retirement 2050 | Mutual Funds | — | — | $2.4M | 0.9% | |
| Charles Schwab Trust Bank Vanguard Real Estate Index Adm | Mutual Funds | — | — | $2.4M | 0.9% | |
| Charles Schwab Trust Bank T. Rowe Price Retirement 2005 | Mutual Funds | — | — | $2.3M | 0.9% | |
| Charles Schwab Trust Bank PGIM Global Total Return R6 | Mutual Funds | — | — | $1.5M | 0.6% | |
| Charles Schwab Trust Bank Voya GNMA Income A | Agency / Mortgage-Backed | — | — | $1.2M | 0.5% | |
| Charles Schwab Trust Bank Columbia US Treasury Index Inst 2 | U.S. Treasuries | — | — | $1.1M | 0.4% | |
| Charles Schwab Trust Bank T. Rowe Price Retirement 2015 | Mutual Funds | — | — | $1.1M | 0.4% | |
| Charles Schwab Trust Bank Vanguard Emerging Markets Index Adm | Mutual Funds | — | — | $827K | 0.3% | |
| Charles Schwab Trust Bank T. Rowe Price Retirement 2055 | Mutual Funds | — | — | $781K | 0.3% | |
| T ROWE PRICE RETIREMENT 2010 Registered Investment Company | Mutual Funds | — | — | $489K | 0.2% | |
| Interest-bearing cash - * Charles Schwab Trust Bank Vanguard Fed Money Market Fund | Mutual Funds | — | — | $262K | 0.1% | |
| Charles Schwab Trust Bank T. Rowe Price Retirement 2060 | Mutual Funds | — | — | $258K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-4207759 |
| — |
| NONE |
| $15K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
