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Original filing (PDF)20250925150157NAL0008657681001
FIRST BANK CHICAGO
Form 5500
FILING_RECEIVED
FIRST BANK CHICAGO RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
144
Accounts w/ balance
178
Plan assets (EOY)
$50.5M
Net assets (EOY)
$50.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST BANK CHICAGO.
Plan sponsor
Name
FIRST BANK CHICAGO
EIN
36-2304516
Address
1835 FIRST STREET · HIGHLAND PARK, IL · 60035
Phone
(847) 432-7800
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $4K | — |
Investments
27 direct securities · 3 pooled funds· $50.6M(100% of reported assets)
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.
Uncategorized
$40.0M
26 holdings
Mutual Funds
$6.7M
1 holding
Common Collective Trust
$4.0M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Target Retirement 2035 Fund | Mutual Funds | — | — | $6.7M | 13.2% | |
| Vanguard Group Target Retirement 2045 Fund | — | — | — | $6.6M | 13.1% | |
| Vanguard Group Target Retirement 2030 Fund | — | — | — | $6.2M | 12.3% | |
| Vanguard Group 500 Index Fund | — | — | — | $6.2M | 12.3% | |
| Vanguard Group Target Retirement 2040 Fund | — | — | — | $4.5M | 8.8% | |
| AB US LG CP GR CIT W SRS P1 GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $3.3M | 6.4% | |
| Vanguard Group Treasury Money Market Fund | — | — | — | $3.1M | 6.2% | |
| Vanguard Group Target Retirement 2025 Fund | — | — | — | $3.0M | 5.9% | |
| Vanguard Group Target Retirement 2020 Fund | — | — | — | $1.5M | 3.0% | |
| Vanguard Group Target Retirement 2050 Fund | — | — | — | $1.3M | 2.6% | |
| Vanguard Group Small Cap Index Fund | — | — | — | $1.3M | 2.6% | |
| Vanguard Group Target Retirement 2060 Fund | — | — | — | $879K | 1.7% | |
| Vanguard Group Mid Cap Index Fund | — | — | — | $860K | 1.7% | |
| Vanguard Group Total International Stock Index Fund | — | — | — | $807K | 1.6% | |
| Vanguard Group Target Retirement 2055 Fund | — | — | — | $785K | 1.6% | |
| BLACKROCK TOTAL RET BD CL 6 FD GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $659K | 1.3% | |
| Vanguard Group Target Retirement Income Fund | — | — | — | $607K | 1.2% | |
| Principal Funds Inc Equity Income Fund | — | — | — | $548K | 1.1% | |
| Participant loans Interest rates from 3.25% to 8.75% - 0 - | — | — | — | $349K | 0.7% | |
| The American Funds EuroPacific Growth Fund | — | — | — | $304K | 0.6% | |
| Janus International Holding, LLC Enterprise Fund | — | — | — | $269K | 0.5% | |
| The American Funds Small Cap World Fund | — | — | — | $213K | 0.4% | |
| Victory Funds Sycamore Established Value Fund | — | — | — | $140K | 0.3% | |
| Janus International Holding, LLC Triton Fund | — | — | — | $102K | 0.2% | |
| Vanguard Group Total Bond Market Index Fund | — | — | — | $96K | 0.2% | |
| JP Morgan Funds Small Cap Value Fund | — | — | — | $74K | 0.1% | |
| (E) | — | — | $58K | $74K | 0.1% | |
| GLOBAL ALLOCATION R FUND GREAT GRAY TRUST COMPANY · EIN 26-3783885 / PN 940 | Common Collective Trust | — | — | $58K | 0.1% | |
| Vanguard Group Target Retirement 2070 Fund | — | — | — | $17K | <0.1% | |
| Vanguard Group Target Retirement 2065 Fund | — | — | — | $2K | <0.1% |
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