Stephen Guillaume signed First Citizens Community Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Citizens Community Bank's EIN is 24-0652238.
Download the official 2024 Form 5500 (PDF) for First Citizens Community Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Citizens Community Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LARSON, KELLETT & ASSOCIATES, P.C. | 23-2723863 | — | AUDITOR | $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 | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2025 N/R | Mutual Funds | — | — | $7.5M | 17.4% | |
| T Rowe Price Retirement 2030 N/R | Mutual Funds | — | — | $5.6M | 13.0% | |
| T Rowe Price Retirement 2040 N/R | Mutual Funds | — | — | $4.7M | 11.0% | |
| T Rowe Price Retirement 2035 N/R | Mutual Funds | — | — | $4.7M | 10.8% | |
| Vanguard 500 Index Fund N/R | Common Collective Trusts | — | — | $3.8M | 8.8% | |
| T Rowe Price Retirement 2045 N/R | Mutual Funds | — | — | $2.0M | 4.6% | |
| Fidelity Contrafund N/R | Mutual Funds | — | — | $1.7M | 4.0% | |
| Fidelity Government Money Market Fund N/R | Mutual Funds | — | — | $1.5M | 3.6% | |
| T Rowe Price Retirement 2050 N/R | Mutual Funds | — | — | $1.3M | 2.9% | |
| T Rowe Price Retirement 2055 N/R | Mutual Funds | — | — | $1.1M | 2.6% | |
| Gamestop Corporation 18,151.000 shares N/R | Common Stocks | — | — | $569K | 1.3% | |
| American Funds American Mutual Class R4 N/R | Mutual Funds | — | — | $557K | 1.3% | |
| T Rowe Price Retirement 2060 N/R | Mutual Funds | — | — | $547K | 1.3% | |
| T Rowe Price Retirement 2020 N/R | Mutual Funds | — | — | $503K | 1.2% | |
| Fidelity Managed Income Portfolio Fund Investment Account Contracts N/R | Mutual Funds | — | — | $440K | 1.0% | |
| STABLE VALUE FUND M WELLS FARGO BANK N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $425K | 1.0% | |
| Vanguard Small Cap Index Fund N/R | Common Collective Trusts | — | — | $396K | 0.9% | |
| Vanguard Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $335K | 0.8% | |
| Fidelity Global Ex US Index Fund N/R | Common Collective Trusts | — | — | $309K | 0.7% | |
| Fidelity Total Bond K6 Fund N/R | Mutual Funds | — | — | $282K | 0.7% | |
| JP Morgan Midcap Value Fund N/R | Other securities | — | — | $263K | 0.6% | |
| Proshares Ultra Bitcoin ETF N/R | Other securities | — | — | $247K | 0.6% | |
| Fidelity Overseas Fund N/R | Mutual Funds | — | — | $247K | 0.6% | |
| Fidelity Emerging Market Fund N/R | Mutual Funds | — | — | $227K | 0.5% | |
| Ark Investment Management Bitcoin ETF N/R | Other securities | — | — | $218K | 0.5% | |
| T Rowe Price Retirement 2015 N/R | Mutual Funds | — | — | $198K | 0.5% | |
| Apple Computer Inc. 785.148 shares N/R | Common Stocks | — | — | $197K | 0.5% | |
| Fidelity Magellan ETF N/R 124 PGIM High Yield Fund N/R | Mutual Funds | — | — | $185K | 0.4% | |
| Loomis Small Cap Growth Fund N/R | Other securities | — | — | $167K | 0.4% | |
| Carillon Eagle Mid Cap Growth Fund N/R | Other securities | — | — | $155K | 0.4% | |
| Invesco QQQ ETF N/R | Mutual Funds | — | — | $154K | 0.4% | |
| Amazon.Com Inc. 632.712 shares N/R | Common Stocks | — | — | $139K | 0.3% | |
| Nvidia Corporation 1,010.242 shares N/R | Common Stocks | — | — | $136K | 0.3% | |
| T Rowe Price Retirement 2010 N/R | Mutual Funds | — | — | $119K | 0.3% | |
| Virtus Real Estate Securities Fund N/R | Other securities | — | — | $103K | 0.2% | |
| Fidelity Cash Reserves 95,638.910 shares N/R | Mutual Funds | — | — | $97K | 0.2% | |
| Microsoft Corporation 229.808 shares N/R | Common Stocks | — | — | $97K | 0.2% | |
| Allspring Funds Management Special Small Cap Value Fund N/R | Other securities | — | — | $87K | 0.2% | |
| Fidelity US Bond Fund N/R | Mutual Funds | — | — | $81K | 0.2% | |
| Baird Short Term Bond Fund N/R | Other securities | — | — | $63K | 0.1% | |
| iShares S&P 1500 Index Fund N/R | Common Collective Trusts | — | — | $57K | 0.1% | |
| John Hancock Balanced Fund N/R | Other securities | — | — | $51K | 0.1% | |
| Vanguard Mega Cap Growth Index Fund ETF N/R | Common Collective Trusts | — | — | $50K | 0.1% | |
| Defiance Target 2X Long Master ETF N/R | Other securities | — | — | $49K | 0.1% | |
| T Rowe Price Retirement 2005 N/R | Mutual Funds | — | — | $48K | 0.1% | |
| Alphabet Inc. 220.754 shares N/R | Common Stocks | — | — | $42K | <0.1% | |
| BrandywineGlobal Global Opportunities Bond Fund N/R | Other securities | — | — | $39K | <0.1% | |
| General Dynamics Corporation 138.663 shares N/R | Common Stocks | — | — | $37K | <0.1% | |
| Chevron Texaco Corporation 243.883 shares N/R | Common Stocks | — | — | $35K | <0.1% | |
| JP Morgan Chase & Co. 123.275 shares N/R | Common Stocks | — | — | $30K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
