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 profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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.
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 |
|---|---|---|---|---|---|
| EXCEL WEALTH MANAGEMENT, LLC | 81-2780637 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $0 | $7.2M | 18.0% | |
| Principal Guaranteed Option | Other securities | — | $0 | $7.2M | 18.0% | |
| Prin Equity Income SA-R6 | Common Stocks | — | $0 | $2.9M | 7.2% | |
| PRIN CAPITAL APPR SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $2.9M | 7.2% | |
| PRIN LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $0 | $2.5M | 6.2% | |
| PRIN LIFETIME 2040 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | $0 | $2.0M | 5.1% | |
| PRIN BLUE CHIP SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $1.7M | 4.4% | |
| Prin Diversified Intl SA-R6 | Common Stocks | — | $0 | $1.7M | 4.4% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.6M | 4.1% | |
| Prin LifeTime 2035 Sep Acct-R6 | Pooled Separate Accounts | — | $0 | $1.6M | 4.1% | |
| Prin Core Plus Bd Sep Acct-R6 | Pooled Separate Accounts | — | $0 | $1.6M | 4.0% | |
| PRIN LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $0 | $1.3M | 3.2% | |
| PRIN LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | $0 | $1.2M | 3.0% | |
| PRIN EQUITY INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | $0 | $1.2M | 3.0% | |
| PRIN LIFETIME STRAT INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | $0 | $1.1M | 2.8% | |
| AM FDS NEW PERSP R5 FUND | Other securities | — | $0 | $975K | 2.5% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $0 | $864K | 2.2% | |
| BlackRock Em Mkts Invst A Fund | Other securities | — | $0 | $863K | 2.2% | |
| Prin Bond Market Index SA-R6 | Common Stocks | — | $0 | $735K | 1.9% | |
| PRIN CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $735K | 1.9% | |
| PRIN LIFETIME 2045 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | $0 | $556K | 1.4% | |
| PRIN LIFETIME 2025 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | $0 | $503K | 1.3% | |
| PRIN LIFETIME 2035 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | $0 | $497K | 1.3% | |
| PRIN LIFETIME 2060 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | $0 | $472K | 1.2% | |
| AM FUNDS CAPITAL WLD BD R5 FD | Other securities | — | $0 | $362K | 0.9% | |
| AM FUNDS AM HI INC TR R5 FUND | Common Stocks | — | $0 | $331K | 0.8% | |
| PRIN LIFETIME 2055 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | $0 | $321K | 0.8% | |
| PRIN REAL ESTATE SECS SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | $0 | $263K | 0.7% | |
| PRIN BOND MARKET INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $255K | 0.6% | |
| Prin Blue Chip SA-R6 | Common Stocks | — | $0 | $255K | 0.6% | |
| PRIN LIFETIME 2065 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | $0 | $211K | 0.5% | |
| Morg Stan Inst Disc Port A Fd | Other securities | — | $0 | $210K | 0.5% | |
| Goldman Sch Sm Cp Vl Ins Instl | Other securities | — | $0 | $204K | 0.5% | |
| PIMCO CommPLUS Strat A Fund | Mutual Funds | — | $0 | $189K | 0.5% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | $0 | $168K | 0.4% | |
| PRIN INTL EQUITY INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $142K | 0.4% | |
| Prin Capital Appr SA-R6 | Common Stocks | — | $0 | $142K | 0.4% | |
| BlackRock Adva Sm Cp Grth I Fd | Other securities | — | $0 | $107K | 0.3% | |
| Participant loans | Participant loans | — | $0 | $81K | 0.2% | |
| PRIN MIDCAP GROWTH SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | $0 | $55K | 0.1% | |
| AM FDS EUROPACIFIC GRTH R5 FD | Other securities | — | $0 | $25K | <0.1% | |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $25K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | $0 | $4K | <0.1% | |
| Prin MidCap S&P 400 Idx SA-R6 | Common Collective Trusts | — | $0 | $280 | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $280 | <0.1% |
