Karen Cox signed Territorial Savings Bank's 2023 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 2023 Form 5500 (PDF) for Territorial Savings Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Territorial Savings Bank's plan includes a leveraged ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMBROSE ESOP ADVISORS, LLC | 75-2988337 | — | SERVICE PROVIDER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREATBANC TRUST COMPANY | 46-2020681 | — | SERVICE PROVIDER | $25K | — |
| LPL FINANCIAL | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 244,665 shares unallocated) | Other securities | — | $8.6M | $9.6M | 87.3% | |
| Goldman Sachs Money Market Fund Money market fund, 1,404,732 shares | Cash / Money Market | — | $1.4M | $1.4M | 12.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SAN DIEGO, CA |
| SERVICE PROVIDER |
| $4K |
| — |
