How big is Provident Savings Bank's plan?

Provident Savings Bank's plan reported $40.6M in assets and 169 participants for 2024.

Original filing (PDF)20251014150334NAL0003228945001

Provident Savings Bank

Name: Provident Savings Bank — Provident Savings Bank, Form 5500 (2024)
Creator: Provident Savings Bank
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Provident Savings Bank 401(k) Plan

401(k) retirement plan · Provident Savings Bank's Provident Savings Bank 401(k) Plan held $40.6M in plan assets for 169 participants in 2024, with Vanguard as recordkeeper.

Active participants

169

Accounts w/ balance

276

Plan assets (EOY)

$40.6M

Net assets (EOY)

$40.6M

People on this filing

GLEE Harris signed Provident Savings Bank's 2024 Form 5500 as plan administrator.

GLEE Harris — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Provident Savings Bank's EIN is 95-6024097.

EIN 95-6024097

Plan number 001

Plan year 2024

ACK ID 20251014150334NAL0003228945001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Provident Savings Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Provident Savings Bank's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROVIDENT SAVINGS BANK.

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

PROVIDENT SAVINGS BANK

EIN

all filings

Address

3756 CENTRAL AVENUE · RIVERSIDE, CA · 92506

Phone

(951) 686-6060

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$33K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
QP ADVISORY LLC	80-0383171	—	NONE	$25K	—
ROORDA PIQUET & BESSEE INC	—	RIVERSIDE, CA

Investments

41 direct securities · 1 pooled fund· $40.6M(100% of reported assets)

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.

Mutual Funds

$35.7M

34 holdings

Common Collective Trust

$2.6M

1 holding

Common Collective Trusts

$2.2M

3 holdings

Other securities

$5K

2 holdings

Common Stocks

$3K

1 holding

Pooled Separate Accounts

$3K

1 holding

					% of plan
The Vanguard Group, Inc. Vanguard Instl Target Retirement 2030	Mutual Funds	—	—	$7.0M	17.2%
The Vanguard Group, Inc. Vanguard Instl Targe Retirement Income	Mutual Funds	—	—	$4.8M	11.8%
The Vanguard Group, Inc. Vanguard Instl Target Retirement 2025	Mutual Funds	—	—	$4.3M	10.5%
The Vanguard Group, Inc. Vanguard Instl Target Retirement 2035	Mutual Funds	—	—	$3.9M	9.7%
METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$2.6M	6.4%
The Vanguard Group, Inc. Vanguard Instl Target Retirement 2050	Mutual Funds	—	—	$2.1M	5.1%
The Vanguard Group, Inc. Vanguard 500 Index Adm	Common Collective Trusts	—	—	$2.0M	4.8%
The Vanguard Group, Inc. Vanguard Instl Target Retirement 2040	Mutual Funds	—	—	$1.8M	4.5%
The Vanguard Group, Inc. Vanguard Instl Target Retirement 2045	Mutual Funds	—	—	$1.7M	4.3%
The Vanguard Group, Inc. Vanguard Instl Target Retirement 2020	Mutual Funds	—	—	$1.5M	3.8%
The Vanguard Group, Inc. Vanguard U.S. Growth Adm	Mutual Funds	—	—	$996K	2.5%
The Vanguard Group, Inc. Vanguard Growth Index Adm	Mutual Funds	—	—	$957K	2.4%
The Vanguard Group, Inc. Vanguard Value Index Adm	Mutual Funds	—	—	$753K	1.9%
The Vanguard Group, Inc. Vanguard Instl Target Retirement 2055	Mutual Funds	—	—	$672K	1.7%
The Vanguard Group, Inc. Vanguard Interm-Term Bond Index Adm	Mutual Funds	—	—	$664K	1.6%
The Vanguard Group, Inc. Vanguard Mid Cap Value Index Adm	Mutual Funds	—	—	$655K	1.6%
Vanguard Total World Stock Index ETF Vanguard 0 531 Various Rates and Maturities Participant's Loan Account 0	Mutual Funds	—	—	$418K	1.0%
The Vanguard Group, Inc. Vanguard Mid Cap Index Adm	Mutual Funds	—	—	$383K	0.9%
The Vanguard Group, Inc. Vanguard Total Bond Market Index Adm	Mutual Funds	—	—	$365K	0.9%
The Vanguard Group, Inc. Vanguard Short Term Corp Bd Index Adm	Mutual Funds	—	—	$327K	0.8%
The Vanguard Group, Inc. Vanguard Total World Stock Index Adm	Mutual Funds	—	—	$297K	0.7%
The Vanguard Group, Inc. Vanguard Selected Value Inv	Mutual Funds	—	—	$271K	0.7%
The Vanguard Group, Inc. Vanguard Small Cap Value Index	Mutual Funds	—	—	$243K	0.6%
The Vanguard Group, Inc. Vanguard Small Cap Index Adm	Mutual Funds	—	—	$220K	0.5%
The Vanguard Group, Inc. Vanguard Instl Target Retirement 2060	Mutual Funds	—	—	$209K	0.5%
The Vanguard Group, Inc. Vanguard Long-Term Corp Bond ETF	Mutual Funds	—	—	$196K	0.5%
The Vanguard Group, Inc. Vanguard Explorer Adm	Mutual Funds	—	—	$191K	0.5%
Vanguard Emerging Mkts Stock Idx Adm Vanguard 0	Common Collective Trusts	—	—	$169K	0.4%
The Vanguard Group, Inc. Vanguard International Growth Adm	Mutual Funds	—	—	$152K	0.4%
The Vanguard Group, Inc. Vanguard Mid Cap Growth Index	Mutual Funds	—	—	$130K	0.3%
The Vanguard Group, Inc. Vanguard Total Intl Stock Index Adm	Mutual Funds	—	—	$128K	0.3%
The Vanguard Group, Inc. Vanguard Mortgage-Backed Sec Idx Adm	Common Collective Trusts	—	—	$113K	0.3%
The Vanguard Group, Inc. Vanguard Small Cap Growth Index Adm	Mutual Funds	—	—	$79K	0.2%
The Vanguard Group, Inc. Vanguard Instl Target Retirement 2065	Mutual Funds	—	—	$73K	0.2%
The Vanguard Group, Inc. Vanguard International Value Inv	Mutual Funds	—	—	$64K	0.2%
The Vanguard Group, Inc. Vanguard REIT Index Adm	Mutual Funds	—	—	$57K	0.1%
The Vanguard Group, Inc. Vanguard Developed Mkts Index Adm	Mutual Funds	—	—	$39K	<0.1%
The Vanguard Group, Inc. Vanguard Equity Income Adm	Mutual Funds	—	—	$5K	<0.1%
Contribution Account Ascensus Trust Company 0	Common Stocks	—	—	$3K	<0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%