Claire Pollock signed First National Bank's 2024 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 2024 Form 5500 (PDF) for First National Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First National 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 | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VBA BENEFITS CORPORATION | 54-1741662 | — | SERVICE PROVIDER | $26K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $2.3M | 18.7% | |
| Vangrd Trgt Retire 2030 Tr II Common Collective Trust | Common Collective Trusts | — | — | $1.3M | 10.8% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD FUNDS · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $1.3M | 10.8% | |
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $1.3M | 10.4% | |
| GOLDMAN SACHS ST VL CL TR IS SR CL GOLDMAN SACHS FUNDS · EIN 13-4166989 / PN 005 | Common Collective Trust | — | — | $1.3M | 10.2% | |
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $887K | 7.1% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $678K | 5.4% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD FUNDS · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $603K | 4.8% | |
| Vanguard Equity Income Fund Adm | Mutual Funds | — | — | $583K | 4.7% | |
| Vanguard Trgt Retire 2070 Tr II ** 640 Vanguard Trgt Retire Inc Tr II | Mutual Funds | — | — | $511K | 4.1% | |
| VANGUARD TARGET RETIREMENT INCOME T VANGUARD FUNDS · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $511K | 4.1% | |
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $429K | 3.4% | |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $422K | 3.4% | |
| WILMINGTON TRUST MFS GROWTH CIT - F WILMINGTON TRUST FUNDS · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $292K | 2.3% | |
| VANGUARD TARGET RETIREMENT 2065 TRU VANGUARD FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $189K | 1.5% | |
| Voya Intermediate Bond Fund R6 Registered Investment Company | Common Stocks | — | — | $184K | 1.5% | |
| American Funds Euro Pacific Growth Fund | Mutual Funds | — | — | $167K | 1.3% | |
| Victory Sycamore Established Value F | Other securities | — | — | $164K | 1.3% | |
| PIMCO RAE US Small Ins | Mutual Funds | — | — | $154K | 1.2% | |
| Wasach Core Growth Fund Inst | Other securities | — | — | $146K | 1.2% | |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD FUNDS · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $139K | 1.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $124K | 1.0% | |
| JP Morgan Mid Cap Growth Fund | Other securities | — | — | $115K | 0.9% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD FUNDS · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $92K | 0.7% | |
| Fidelity Total lnt'l Index Fund | Common Collective Trusts | — | — | $84K | 0.7% | |
| Cohen & Steers RE Secs Fund | Other securities | — | — | $67K | 0.5% | |
| maturing through May 2029. | Other securities | — | — | $65K | 0.5% | |
| JP Morgan Emerging Mkts Equity Fund | Other securities | — | — | $63K | 0.5% | |
| PIMCO Real Return Fund Ins | Mutual Funds | — | — | $41K | 0.3% | |
| Fidelity Extended Mkt Fund | Mutual Funds | — | — | $21K | 0.2% | |
| Voya Gov Money Market Fund A | Cash / Money Market | — | — | $1K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld A Registered Investment Company | Common Stocks | — | — | $1K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2070 TRU VANGUARD FUNDS · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $640 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
