Karen Cox signed Territorial Savings Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Territorial Savings Bank's EIN is 99-0056630.
Download the official 2024 Form 5500 (PDF) for Territorial Savings Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Territorial Savings 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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Territorial Bancorp Inc. Common Stock, 359,389 shares | Common Stocks | — | — | $9.1M | 21.2% | |
| through 2033 Lincoln Financial Group Stable Value Account Fixed annuity contract | Stable Value | — | — | $3.4M | 7.9% | |
| shares Vanguard LifeStrategy Conservative Growth Fund Mutual fund, 142,450 shares | Mutual Funds | — | — | $3.3M | 7.7% | |
| Vanguard Windsor II Fund Admiral Shares Mutual fund, 38,479 shares | Mutual Funds | — | — | $3.2M | 7.3% | |
| Vanguard Growth Index Fund Admiral Shares Mutual fund, 18,383 shares | Common Collective Trusts | — | — | $3.0M | 7.1% | |
| Vanguard 500 Index Fund Admiral Shares Mutual fund, 6,692 shares | Common Collective Trusts | — | — | $2.9M | 6.9% | |
| Vanguard Target Retirement 2020 Fund Mutual fund, 86,272 shares | Mutual Funds | — | — | $2.7M | 6.2% | |
| Vanguard International Growth Fund Admiral Shares Mutual fund, 18,112 shares | Mutual Funds | — | — | $2.5M | 5.9% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual fund, 22,020 shares | Common Collective Trusts | — | — | $2.4M | 5.6% | |
| Vanguard LifeStrategy Moderate Growth Fund Mutual fund, 69,235 shares | Mutual Funds | — | — | $2.3M | 5.4% | |
| Vanguard Total Bond Market Index Fund Admiral Mutual fund, 124,507 shares | Common Collective Trusts | — | — | $1.4M | 3.2% | |
| SharesVanguard LifeStrategy Growth Fund Mutual fund, 27,672 shares | Other securities | — | — | $1.2M | 2.9% | |
| Vanguard Target Retirement 2030 Fund Mutual fund, 31,267 shares | Mutual Funds | — | — | $1.2M | 2.8% | |
| Vanguard Target Retirement 2025 Fund Mutual fund, 54,088 shares | Mutual Funds | — | — | $1.1M | 2.6% | |
| Vanguard Target Retirement Income Fund Mutual fund, 68,135 shares | Mutual Funds | — | — | $985K | 2.3% | |
| Vanguard Target Retirement 2015 Fund Mutual fund, 38,582 shares | Mutual Funds | — | — | $564K | 1.3% | |
| Vanguard Target Retirement 2035 Fund Mutual fund, 16,668 shares | Mutual Funds | — | — | $397K | 0.9% | |
| Wilmington Prime Money Market Fund | Cash / Money Market | — | — | $339K | 0.8% | |
| Vanguard Target Retirement 2050 Fund Mutual fund, 5,771 shares | Mutual Funds | — | — | $271K | 0.6% | |
| Vanguard Target Retirement 2045 Fund Mutual fund, 8,989 shares | Mutual Funds | — | — | $255K | 0.6% | |
| Loans, with interest rates from * Participant loans 4.25% to 6.50%, maturing | Bonds / Notes | — | — | $200K | 0.5% | |
| Vanguard Target Retirement 2040 Fund Mutual fund, 2,406 shares | Mutual Funds | — | — | $101K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
