B1bank's EIN is 20-3977125.
Download the official 2024 Form 5500 (PDF) for B1bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)B1bank'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AM. | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds New Prspctv R6 | Mutual Funds | — | — | $13.4M | 19.6% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $6.5M | 9.5% | |
| MY RETIREMENT PATH MODERATE RETIREM AST WILMINGTON TRUST · EIN 38-4097346 / PN 494 | Common Collective Trust | — | — | $6.4M | 9.4% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth I | Other securities | — | — | $5.5M | 8.1% | |
| MY RETIREMENT PATH MODERATE 2045 R AST WILMINGTON TRUST · EIN 38-4116823 / PN 497 | Common Collective Trust | — | — | $4.7M | 6.8% | |
| MY RETIREMENT PATH MODERATE 2035 R AST WILMINGTON TRUST · EIN 38-4116822 / PN 496 | Common Collective Trust | — | — | $4.4M | 6.4% | |
| Employer Stock ** Parent Company of Plan Sponsor Business First Bancshares, Inc. (BFST) unitized stock fund | Common Stocks | — | — | $4.2M | 6.2% | |
| Fidelity Investments Fidelity Total International Index | Mutual Funds | — | — | $3.7M | 5.4% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $2.8M | 4.0% | |
| MY RETIREMENT PATH MODERATE 2055 R AST WILMINGTON TRUST · EIN 38-4116824 / PN 498 | Common Collective Trust | — | — | $2.8M | 4.0% | |
| PIMCO Income Inst | Mutual Funds | — | — | $2.5M | 3.6% | |
| JP Morgan Investment Mgmt, Inc. JPMorgan Equity Income R6 | Common Stocks | — | — | $2.5M | 3.6% | |
| Guaranteed Interest Accounts ** Great-West Life & Annuity Insurance Company Fixed Group Unallocated Deferred Annuity Contract | Common Stocks | — | — | $2.3M | 3.4% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $2.1M | 3.0% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $1.2M | 1.7% | |
| Notes Receivable from Participants ** Plan Sponsor Interest Rates Ranging from 4.25-10.50% | Bonds / Notes | — | — | $1.0M | 1.5% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $786K | 1.1% | |
| Franklin Templeton Investments Franklin Small Cap Value R6 | Mutual Funds | — | — | $738K | 1.1% | |
| JP Morgan Investment Mgmt, Inc. JPMorgan Mid Cap Growth R6 | Common Stocks | — | — | $681K | 1.0% | |
| Registered Investment Companies AllianceBernstein AB Small Cap Growth | Other securities | — | — | $483K | 0.7% | |
| MY RETIREMENT PATH MODERATE 2025 R AST WILMINGTON TRUST · EIN 38-4097347 / PN 495 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GALLAGHER BENEFIT SERVICES |
| — |
| CLEVELAND, OH |
| INVESTMENT ADVISOR |
| $10K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION AND PAYROLL | — | BATON ROUGE, LA | TPA | $68K | — |
