Claire Pollock signed Citizens and Farmers Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Citizens and Farmers Bank's EIN is 54-0169510.
Download the official 2024 Form 5500 (PDF) for Citizens and Farmers Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Citizens and Farmers Bank'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $204K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VBA BENEFITS CORPORATION | 54-1741662 | — | SERVICE PROVIDER | $134K | — |
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 Target Retirement 2030 Trust II Collective Trust Fund | Common Collective Trusts | — | — | $7.7M | 12.8% | |
| VANGRD TRGT RETIRE 2030 TR II VANGUARD FUNDS · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $7.7M | 12.8% | |
| Vanguard Target Retirement 2035 Trust II Collective Trust Fund | Common Collective Trusts | — | — | $7.0M | 11.6% | |
| VANGRD TRGT RETIRE 2035 TR II VANGUARD FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $7.0M | 11.6% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $5.4M | 9.0% | |
| VANGRD TRGT RETIRE 2025 TR II VANGUARD FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $4.9M | 8.1% | |
| WLMNG TR MFS GR CIT S WILMINGTON TRUST FUNDS · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $4.6M | 7.5% | |
| GLDMN SACHS ST VL CL TR IS S GOLDMAN SACHS FUNDS · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $3.8M | 6.4% | |
| Vanguard Target Retirement 2045 Trust II Collective Trust Fund | Common Collective Trusts | — | — | $3.4M | 5.7% | |
| VANGRD TRGT RETIRE 2045 TR II VANGUARD FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $3.4M | 5.7% | |
| VANGRD TRGT RETIRE 2050 TR II VANGUARD FUNDS · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $3.3M | 5.5% | |
| VANGRD TRGT RETIRE 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $2.7M | 4.5% | |
| *C&F Financial Corporation Employer Common Stock | Common Stocks | — | — | $1.9M | 3.2% | |
| Vanguard Equity Income Adm Fund Mutual Fund | Mutual Funds | — | — | $1.9M | 3.1% | |
| VANGRD TRGT RETIRE 2020 TR II VANGUARD FUNDS · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.7M | 2.9% | |
| Vanguard Target Retirement 2055 Trust II Collective Trust Fund | Common Collective Trusts | — | — | $1.3M | 2.2% | |
| VANGRD TRGT RETIRE 2055 TR II VANGUARD FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.2% | |
| JPMorgan Mid Cap Growth R6 Fund Mutual Fund | Other securities | — | — | $1.3M | 2.1% | |
| Victory Sycmr Est Vl Fd R6 Registered Investment Company | Common Stocks | — | — | $1.1M | 1.8% | |
| Vanguard Target Retirement 2060 Trust II Collective Trust Fund | Common Collective Trusts | — | — | $971K | 1.6% | |
| VANGRD TRGT RETIRE 2060 TR II VANGUARD FUNDS · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $971K | 1.6% | |
| Vanguard Target Retirement Income Trust II Collective Trust Fund | Common Collective Trusts | — | — | $928K | 1.5% | |
| VANGRD TRGT RETIRE INC TR II VANGUARD FUNDS · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $928K | 1.5% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $838K | 1.4% | |
| LOAN FUND Participant Loans - Rates 3.50% to 8.75% | Bonds / Notes | — | — | $785K | 1.3% | |
| Pimco RAE US Small Institutional Fund Mutual Fund | Mutual Funds | — | — | $764K | 1.3% | |
| Wasatch Core Growth Institutional Fund Mutual Fund | Other securities | — | — | $728K | 1.2% | |
| JPMorgan Emerging Markets Equity Fund Mutual Fund | Other securities | — | — | $521K | 0.9% | |
| Cohen & Steers Real Estate Securities Z Fund Mutual Fund | Other securities | — | — | $418K | 0.7% | |
| Voya Intermediate Bond R6 Fund Mutual Fund | Other securities | — | — | $373K | 0.6% | |
| Fidelity Tot Intl Idx Fund Registered Investment Company | Common Collective Trusts | — | — | $301K | 0.5% | |
| VANGRD TRGT RETIRE 2065 TR II VANGUARD FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $230K | 0.4% | |
| Fidelity Ext Mkt Index Fund Registered Investment Company | Common Collective Trusts | — | — | $218K | 0.4% | |
| Voya Govt Money Market A Fund Mutual Fund | Cash / Money Market | — | — | $139K | 0.2% | |
| Pimco Real Return Institutional Fund Mutual Fund | Mutual Funds | — | — | $134K | 0.2% | |
| State Street Short Term Investment Fund Mutual Fund | Cash / Money Market | — | — | $85K | 0.1% | |
| Vanguard Target Retirement 2070 Trust II Collective Trust Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| VANGRD TRGT RETIRE 2070 TR II VANGUARD FUNDS · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
