JUNE Walker signed First County Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First County Bank's EIN is 06-0547190.
Download the official 2024 Form 5500 (PDF) for First County Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First County Bank's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $221K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXCEL WEALTH MANAGEMENT, LLC | 81-2780637 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | Common Stocks | — | $15.5M | $20.9M | 27.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $20.9M | 27.6% | |
| Principal Life Insurance Company | Common Stocks | — | $10.9M | $11.5M | 15.1% | |
| PRIN LDI SHORT DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 127 | Pooled Separate Account | — | — | $11.5M | 15.1% | |
| Principal Life Insurance Company | Common Stocks | — | $6.3M | $7.6M | 10.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $7.6M | 10.0% | |
| Principal Life Insurance Company | Common Stocks | — | $7.0M | $6.8M | 8.9% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $6.8M | 8.9% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $6.8M | 8.9% | |
| Principal Life Insurance Company | Common Stocks | — | $4.8M | $5.4M | 7.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $5.4M | 7.1% | |
| The American Funds | Mutual Funds | — | $3.3M | $2.9M | 3.8% | |
| Principal Life Insurance Company | Common Stocks | — | $2.6M | $2.8M | 3.8% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $2.8M | 3.8% | |
| Black Rock | Other securities | — | $2.7M | $2.7M | 3.6% | |
| Principal Life Insurance Company | Common Stocks | — | $2.4M | $2.7M | 3.5% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $2.7M | 3.5% | |
| PIMCO Funds | Mutual Funds | — | $1.7M | $1.5M | 2.0% | |
| The American Funds | Mutual Funds | — | $1.7M | $1.5M | 1.9% | |
| Principal Life Insurance Company | Common Stocks | — | $1.5M | $1.4M | 1.9% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $1.4M | 1.9% | |
| Principal Life Insurance Company | Common Stocks | — | $1.4M | $1.4M | 1.8% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $1.4M | 1.8% | |
| Principal Life Insurance Company | Common Stocks | — | $127K | $128K | 0.2% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $128K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | ACTUARY | $19K | — |
