Peter LIN signed Evertrust Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Evertrust Bank's EIN is 95-4500914.
Download the official 2024 Form 5500 (PDF) for Evertrust Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Evertrust Bank'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| HARTFORD SCH INTL MULT CAP SDR 266 REGISTERED INVESTMENT COMPANY ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $3.3M | 18.6% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $1.9M | 10.4% | |
| TROWE PRICE BLUE CHIP GROWTH | Registered Investment Companies | — | — | $1.8M | 9.9% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $1.6M | 8.7% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $957K | 5.3% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $951K | 5.3% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $854K | 4.7% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $707K | 3.9% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $676K | 3.8% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $652K | 3.6% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $441K | 2.5% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $435K | 2.4% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $434K | 2.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $367K | 2.0% | |
| FRANKLIN GROWTH FUND R6 | Registered Investment Companies | — | — | $353K | 2.0% | |
| MASSACHUSETTS INVESTORS TR R6 | Registered Investment Companies | — | — | $335K | 1.9% | |
| MFS MOD ALLOC - R4 | Registered Investment Companies | — | — | $330K | 1.8% | |
| INVESCO GROWTH AND INCOME R6 | Registered Investment Companies | — | — | $311K | 1.7% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $281K | 1.6% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $213K | 1.2% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $199K | 1.1% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $134K | 0.7% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $122K | 0.7% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $98K | 0.5% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $73K | 0.4% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $67K | 0.4% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $67K | 0.4% | |
| MFS GLOBAL TOTAL RETURN R6 | Registered Investment Companies | — | — | $48K | 0.3% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $43K | 0.2% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $42K | 0.2% | |
| INVESCO REAL ESTATE FUND R6 | Registered Investment Companies | — | — | $40K | 0.2% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $36K | 0.2% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $33K | 0.2% | |
| MFS GROWTH ALLOC FUND - A | Registered Investment Companies | — | — | $29K | 0.2% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $22K | 0.1% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $20K | 0.1% | |
| MFS CONS ALLOC - R4 | Registered Investment Companies | — | — | $7K | <0.1% | |
| NUVEEN LC INDEX 2010 R6 687 REGISTERED INVESTMENT COMPANY NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT ADVISOR |
| $36K |
| — |
