Rhonda Gatons signed First Mid Bancshares, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Mid Bancshares, Inc.'s EIN is 37-1103704.
Download the official 2024 Form 5500 (PDF) for First Mid Bancshares, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Mid Bancshares, Inc.'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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $20K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral 29,149 Shares | Common Collective Trusts | — | $29K | $15.8M | 9.2% | |
| American Funds 2035 Target Date Fund R6 747,288 Shares | Mutual Funds | — | $747K | $14.2M | 8.2% | |
| American Funds 2025 Target Date Fund R6 914,539 Shares | Mutual Funds | — | $915K | $13.9M | 8.0% | |
| Vanguard Growth Index – Admiral 60,132 Shares | Mutual Funds | — | $60K | $12.7M | 7.4% | |
| American Funds 2045 Target Date Fund R6 563,855 Shares | Mutual Funds | — | $564K | $12.0M | 6.9% | |
| American Funds 2040 Target Date Fund R6 533,429 Shares | Mutual Funds | — | $533K | $11.0M | 6.4% | |
| American Funds 2030 Target Date Fund R6 622,013 Shares | Mutual Funds | — | $622K | $10.8M | 6.2% | |
| American Funds 2050 Target Date Fund R6 400,026 Shares | Mutual Funds | — | $400K | $8.4M | 4.8% | |
| NYL ANCHOR 35 NEWYORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | $8.4M | $8.4M | 4.8% | |
| First Mid Bancshares, Inc.* 183,577 Shares | Common Stocks | — | $184K | $6.8M | 3.9% | |
| T. Rowe Price Mid-Cap Value Fund* 189,448 Shares | Other securities | — | $189K | $6.0M | 3.5% | |
| Dodge & Cox Balanced Fund 45,729 Shares | Mutual Funds | — | $46K | $4.7M | 2.7% | |
| American Funds 2055 Target Date Fund R6 172,645 Shares | Mutual Funds | — | $173K | $4.6M | 2.6% | |
| T. Rowe Price Growth Stock Fund* 40,258 Shares | Other securities | — | $40K | $4.2M | 2.5% | |
| American Funds 2020 Target Date Fund R6 294,447 Shares | Mutual Funds | — | $294K | $4.0M | 2.3% | |
| American Funds 2060 Target Date Fund R6 206,905 Shares | Mutual Funds | — | $207K | $3.7M | 2.1% | |
| T. Rowe Price Small-Cap Stock* 58,784 Shares | Other securities | — | $59K | $3.3M | 1.9% | |
| American Funds 2015 Target Date Fund R6 226,809 Shares | Mutual Funds | — | $227K | $2.8M | 1.6% | |
| Vanguard Value Index Admiral 41,666 Shares | Mutual Funds | — | $42K | $2.8M | 1.6% | |
| Vanguard Mid-Cap Index Admiral 7,972 Shares | Mutual Funds | — | $8K | $2.6M | 1.5% | |
| Oakmark Global I Fund 65,951 Shares | Other securities | — | $66K | $2.1M | 1.2% | |
| Vanguard Small-Cap Index Admiral 17,198 Shares | Mutual Funds | — | $17K | $2.0M | 1.1% | |
| Boston Partners All Cap Value 57,280 Shares | Other securities | — | $57K | $1.7M | 1.0% | |
| Federated Hermes Total Return Bond Fund 183,613 Shares | Other securities | — | $184K | $1.7M | 1.0% | |
| Vanguard Total World Stock Index 41,033 Shares | Mutual Funds | — | $41K | $1.7M | 1.0% | |
| Notes Receivable from Participants with various maturity dates through 2031* 3.24 – 9.50% | Bonds / Notes | — | — | $1.5M | 0.9% | |
| Vanguard Total Bond Market Index Admiral 139,043 Shares | Mutual Funds | — | $139K | $1.3M | 0.8% | |
| Invesco Developing Markets R6 24,289 Shares | Mutual Funds | — | $24K | $924K | 0.5% | |
| Vanguard Emerging Markets Stock Index Admr 22,923 Shares | Mutual Funds | — | $23K | $843K | 0.5% | |
| American Funds EuroPacific Growth R6 14,542 Shares | Mutual Funds | — | $15K | $781K | 0.5% | |
| American Funds 2065 Target Date Fund R6 38,028 Shares | Mutual Funds | — | $38K | $665K | 0.4% | |
| American Funds 2010 Target Date Fund R6 54,080 Shares | Mutual Funds | — | $54K | $628K | 0.4% | |
| Vanguard Developed Markets Index Admiral 39,614 Shares | Mutual Funds | — | $40K | $608K | 0.4% | |
| Principal High Yield Fund 69,840 Shares | Other securities | — | $70K | $469K | 0.3% | |
| Vanguard Balanced Index Admiral 9,258 Shares | Mutual Funds | — | $9K | $449K | 0.3% | |
| Vanguard GNMA Admiral 42,971 Shares | Agency / Mortgage-Backed | — | $43K | $392K | 0.2% | |
| Vanguard Interm-Term Treasury Index 15,946 Shares | Mutual Funds | — | $16K | $312K | 0.2% | |
| METLIFE STABLE VALUE SOL CL 50 GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | $15K | $306K | 0.2% | |
| Money Market Funds Vanguard Federal Money Market 61,855 Units | Mutual Funds | — | $62K | $62K | <0.1% |
