Brittany Haycraft signed Falcon National Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Falcon National Bank's EIN is 54-2109630.
Download the official 2024 Form 5500 (PDF) for Falcon National Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Falcon 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RETAINED BY EMPLOYER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS | — | EL SEGUNDO, CA | RETAINED BY EMPLOYER | $19K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MINNESOTA LIFE INSURANCE COMPANY | 41-0417830 | — | RETAINED BY EMPLOYER | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.4M | 24.6% | |
| Vanguard Intermediate-Term Bond Index Adm | Mutual Funds | — | — | $1.7M | 12.1% | |
| JPMorgan Large Growth R6 | Other securities | — | — | $1.6M | 11.1% | |
| Neuberger Large Cap Value R6 | Other securities | — | — | $1.3M | 9.2% | |
| Vanguard Small Cap Index Fund Adm | Common Collective Trusts | — | — | $927K | 6.6% | |
| Vanguard Developed Markets Index Adm | Mutual Funds | — | — | $856K | 6.1% | |
| PGIM High Yield R6 | Other securities | — | — | $563K | 4.0% | |
| PIMCO Income Fund Ins | Mutual Funds | — | — | $561K | 4.0% | |
| DFA US Targeted Value Prt I | Mutual Funds | — | — | $508K | 3.6% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $499K | 3.6% | |
| ClearBridge International Growth IS | Other securities | — | — | $463K | 3.3% | |
| Columbia Overseas Value Int3 | Other securities | — | — | $356K | 2.6% | |
| Janus Henderson Flexible Bond Fund N | Mutual Funds | — | — | $250K | 1.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $191K | 1.4% | |
| PGIM Jennison Mid Cap Growth R6 | Other securities | — | — | $158K | 1.1% | |
| John Hancock Stable Value Guaranteed Inc | Stable Value | — | — | $110K | 0.8% | |
| Vanguard Information Technology Idx Admiral | Common Collective Trusts | — | — | $103K | 0.7% | |
| Participants Participant Loans Rates from 5.75% to 9.50% - | Bonds / Notes | — | — | $77K | 0.6% | |
| Calamos Evolve World Growth I | Other securities | — | — | $69K | 0.5% | |
| Cohen & Steers Instl Realty | Other securities | — | — | $55K | 0.4% | |
| JP Morgan US Government Money Market Fund Cap Cl | Cash / Money Market | — | — | $46K | 0.3% | |
| American Funds Target 2040 Fund R6 | Mutual Funds | — | — | $43K | 0.3% | |
| BNY Mellon Natural Resources Y | Other securities | — | — | $41K | 0.3% | |
| American Funds Target 2050 Fund R6 | Mutual Funds | — | — | $41K | 0.3% | |
| Principal MidCap Value I R6 | Other securities | — | — | $40K | 0.3% | |
| American Funds Target 2055 Fund R6 | Mutual Funds | — | — | $11K | <0.1% | |
| American Funds Target 2060 Fund R6 941 American Funds 2065 TD Ret R6 | Mutual Funds | — | — | $10K | <0.1% | |
| American Funds American Balanced Fund R6 | Mutual Funds | — | — | $8K | <0.1% | |
| American Funds Target 2030 Fund R6 | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds Target 2035 Fund R6 | Mutual Funds | — | — | $1K | <0.1% | |
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% |
