Krystal Harris signed First National Bank's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First National Bank's EIN is 54-0211100.
Download the official 2023 Form 5500 (PDF) for First National Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)First National Bank's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW CONSULTING GROUP | 27-1001403 | — | ACTUARY | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VBA BENEFITS CORPORATION | 54-1741662 | — | MASTER TRUST SPONSOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO Mod Duration Fund Inst | Mutual Funds | — | $2.2M | $2.5M | 15.9% | |
| PIMCO Long-Term Credit Bond Fund | U.S. Treasuries | — | $2.2M | $2.1M | 13.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $879K | $1.5M | 9.8% | |
| Wilmington Trust MFS Growth CIT | Common Collective Trusts | — | $895K | $1.4M | 8.9% | |
| Vanguard Equity Income Fund Admiral | Mutual Funds | — | $803K | $1.3M | 8.1% | |
| PIMCO Large Duration Total Return Fund | Mutual Funds | — | $1.3M | $1.2M | 7.7% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | $833K | $1.1M | 7.1% | |
| T.Rowe Price T. Rowe Price Overseas Stock Fund I | Other securities | — | $798K | $1.1M | 7.0% | |
| Cohen & Steers Cohen&Steere Real Estate Fund Z | Other securities | — | $708K | $1.0M | 6.5% | |
| JPMorgan Emerging Markets Equity Fund R6 | Other securities | — | $744K | $751K | 4.9% | |
| Wasatch Core Growth Fund Inst | Other securities | — | $240K | $338K | 2.2% | |
| PIMCO RAE US Small Ins | Mutual Funds | — | $250K | $336K | 2.2% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | $244K | $329K | 2.1% | |
| Victory Sycamore Victory Sycamore Established Value Fund R6 | Other securities | — | $193K | $318K | 2.1% | |
| JPMorgan Mid Cap Growth Fund R6 | Other securities | — | $297K | $314K | 2.0% | |
| Voya Interest-bearing cash | Cash / Money Market | — | $16K | $16K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
