Daniel McGuire signed First Citizens Financial Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Citizens Financial Corporation's EIN is 42-1113318.
Download the official 2024 Form 5500 (PDF) for First Citizens Financial Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Citizens Financial Corporation'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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST CITIZENS FINANCIAL CORP. | 42-1113318 | — | SELF | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Index | Mutual Funds | — | — | $6.9M | 16.5% | |
| JP Morgan Large Cap Growth | Other securities | — | — | $5.6M | 13.5% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $4.7M | 11.3% | |
| Vanguard Mid-Cap Growth Index | Mutual Funds | — | — | $2.9M | 6.9% | |
| Vanguard Core Bond Admrl | Mutual Funds | — | — | $2.0M | 4.7% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $1.8M | 4.3% | |
| MFS International Growth R6 | Mutual Funds | — | — | $1.7M | 4.2% | |
| Vanguard Total Intl Stock Index | Mutual Funds | — | — | $1.7M | 4.1% | |
| BlackRock Lifepath Index 2065 314 Federated Govt Obligations | Other securities | — | — | $1.7M | 4.1% | |
| BlackRock Lifepath Index 2050 | Other securities | — | — | $1.4M | 3.4% | |
| PIMCO Income | Mutual Funds | — | — | $1.2M | 2.8% | |
| Vanguard High Yield Corporate | Mutual Funds | — | — | $1.2M | 2.8% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $936K | 2.2% | |
| BlackRock Lifepath Index 2040 | Other securities | — | — | $721K | 1.7% | |
| Vanguard Mid Cap Value Index | Mutual Funds | — | — | $613K | 1.5% | |
| Federated Hermes Total Return Bond | Other securities | — | — | $562K | 1.3% | |
| Vanguard Emerg Mkts Stk Ind | Mutual Funds | — | — | $553K | 1.3% | |
| BlackRock Lifepath Index 2030 | Other securities | — | — | $449K | 1.1% | |
| BlackRock Lifepath Index Retire | Other securities | — | — | $385K | 0.9% | |
| BlackRock Lifepath Index 2060 | Other securities | — | — | $340K | 0.8% | |
| Vanguard Small Cap Growth Index | Mutual Funds | — | — | $229K | 0.5% | |
| BlackRock Lifepath Index 2045 | Other securities | — | — | $219K | 0.5% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $163K | 0.4% | |
| BlackRock Lifepath Index 2055 | Other securities | — | — | $157K | 0.4% | |
| Lord Abbett Short Dur Income | Mutual Funds | — | — | $69K | 0.2% | |
| BlackRock Lifepath Index 2035 | Other securities | — | — | $38K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
