Troy Dumlao signed First Choice Bank's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Choice Bank's EIN is 06-1742673.
Download the official 2022 Form 5500 (PDF) for First Choice Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)First Choice Bank's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | $4K | — |
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 LifeTime 2030 Sep Pooled separate account | Pooled Separate Accounts | — | — | $2.1M | 11.0% | |
| Principal life Insurance Company LifeTime 2040 Sep Pooled separate account | Pooled Separate Accounts | — | — | $1.6M | 8.3% | |
| Principal life Insurance Company LifeTime 2035 Sep Pooled separate account | Pooled Separate Accounts | — | — | $1.5M | 7.7% | |
| Principal life Insurance Company Large Cap S&P 500 Pooled separate account | Pooled Separate Accounts | — | — | $1.5M | 7.6% | |
| Principal life Insurance Company LifeTime 2045 Sep Pooled separate account | Pooled Separate Accounts | — | — | $1.4M | 7.3% | |
| Principal life Insurance Company LifeTime 2050 Sep Pooled separate account | Pooled Separate Accounts | — | — | $1.3M | 7.0% | |
| Guaranteed interest contract, at contract value Fixed income guaranteed option | Other securities | — | — | $1.1M | 5.8% | |
| Principal life Insurance Company Large Cap Growth Pooled separate account | Pooled Separate Accounts | — | — | $1.1M | 5.7% | |
| Principal life Insurance Company LifeTime 2025 Sep Pooled separate account | Pooled Separate Accounts | — | — | $927K | 4.8% | |
| Fidelity Investments Fidelity Advisor Balanced Fund Mutual fund | Mutual Funds | — | — | $867K | 4.5% | |
| Principal life Insurance Company Mid Cap S&P 400 I Pooled separate account | Pooled Separate Accounts | — | — | $733K | 3.8% | |
| Fidelity Investments Fidelity Advisor Diversified Mutual fund | Mutual Funds | — | — | $590K | 3.1% | |
| Principal life Insurance Company LifeTime 2020 Sep Pooled separate account | Pooled Separate Accounts | — | — | $571K | 3.0% | |
| Principal life Insurance Company LifeTime 2055 Sep Pooled separate account | Pooled Separate Accounts | — | — | $450K | 2.3% | |
| Janus Henderson Triton Fund Class A Mutual fund | Mutual Funds | — | — | $409K | 2.1% | |
| Principal life Insurance Company LifeTime 2015 Sep Pooled separate account | Pooled Separate Accounts | — | — | $363K | 1.9% | |
| Principal life Insurance Company LifeTime 2060 Sep Pooled separate account | Pooled Separate Accounts | — | — | $362K | 1.9% | |
| Principal life Insurance Company Small Cap S&P 600 Pooled separate account | Pooled Separate Accounts | — | — | $331K | 1.7% | |
| American Funds Europacific Growth Fund Class R4 Mutual fund | Mutual Funds | — | — | $263K | 1.4% | |
| Loomis Sayles Stategic Income Fund Class A Mutual fund | Other securities | — | — | $239K | 1.2% | |
| PGIM Funds (Prudential) High Yield Fund Class A Mutual fund | Other securities | — | — | $228K | 1.2% | |
| Fidelity Investments Fidelity Advisor Stock Select Mutual fund | Mutual Funds | — | — | $196K | 1.0% | |
| Principal life Insurance Company Core Fixed Income Pooled separate account | Pooled Separate Accounts | — | — | $193K | 1.0% | |
| MFS Investment Management Mid-Cap Growth Fund Mutual fund | Mutual Funds | — | — | $149K | 0.8% | |
| Notes receivable from participants 7.5% maturing through 2026 $ - | Bonds / Notes | — | — | $132K | 0.7% | |
| Columbia Quality income Fund Class A Mutual fund | Other securities | — | — | $130K | 0.7% | |
| American Beacon Small Cp Val Adv Mutual fund | Other securities | — | — | $123K | 0.6% | |
| Principal life Insurance Company LifeTime 2065 Sep Pooled separate account | Pooled Separate Accounts | — | — | $99K | 0.5% | |
| Loomis Sayles Stategic Income Fund Class A Mutual fund | Other securities | — | — | $98K | 0.5% | |
| Principal life Insurance Company Mid Cap Value I S Pooled separate account | Pooled Separate Accounts | — | — | $81K | 0.4% | |
| Principal life Insurance Company LifeTime Strategic * Income Pooled separate account | Pooled Separate Accounts | — | — | $35K | 0.2% | |
| Principal life Insurance Company LifeTime 2010 Sep Pooled separate account | Pooled Separate Accounts | — | — | $10K | <0.1% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2010 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 075 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2040 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME STRAT INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2025 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2035 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2045 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2055 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2060 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
