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Original filing (PDF)20250709150619NAL0004906225001
THE FARMERS BANK
Form 5500
FILING_RECEIVED
THE FARMERS BANK 401K PLAN
401(k) retirement plan
Active participants
153
Accounts w/ balance
166
Plan assets (EOY)
$17.8M
Net assets (EOY)
$17.8M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE FARMERS BANK.
Plan sponsor
Name
THE FARMERS BANK
EIN
62-0197640
Address
120 VILLAGE DRIVE · PORTLAND, TN · 371481410
Phone
(615) 325-2265
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Name
THE FARMERS BANK
EIN
62-0197640
City
PORTLAND, TN
Phone
(615) 325-2265
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO. USA | 01-0233346 | — | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS, INC. | 74-3257877 | — | RIA | $32K | — |
Investments
26 direct securities· $17.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blend 2030 JP Morgan JP Morgan Smart Retirement N/A | — | — | — | $2.3M | 13.1% | |
| Blend Income JP Morgan JP Morgan Smart Retirement N/A | — | — | — | $2.1M | 11.9% | |
| Blend 2025 JP Morgan JP Morgan Smart Retirement N/A | — | — | — | $2.1M | 11.9% | |
| Blend 2040 JP Morgan JP Morgan Smart Retirement N/A | — | — | — | $1.7M | 9.3% | |
| JP Morgan JP Morgan Large Growth N/A | — | — | — | $1.5M | 8.6% | |
| Blend 2035 JP Morgan JP Morgan Smart Retirement N/A | — | — | — | $1.5M | 8.2% | |
| Blend 2020 JP Morgan JP Morgan Smart Retirement N/A | — | — | — | $1.3M | 7.5% | |
| Blend 2045 JP Morgan JP Morgan Smart Retirement N/A | — | — | — | $1.3M | 7.5% | |
| Blend 2060 Fidelity 500 Index Fund N/A | — | — | — | $1.0M | 5.7% | |
| John Hancock Trust John Hancock Stable Value Fund N/A | — | — | — | $650K | 3.7% | |
| Fidelity Mid Cap Index Fund N/A | — | — | — | $546K | 3.1% | |
| Fund Investment Vanguard Life Strategy Income N/A 292 Moderate Growth Fund Investment JP Morgan JP Morgan Smart Retirement N/A | — | — | — | $543K | 3.1% | |
| Blend 2055 JP Morgan JP Morgan Smart Retirement N/A | — | — | — | $408K | 2.3% | |
| JP Morgan JP Morgan Smart Retirement N/A | — | — | — | $371K | 2.1% | |
| JP Morgan JP Morgan Equity Income N/A | — | — | — | $68K | 0.4% | |
| Macquarie Small Cap Growth Fund N/A | — | — | — | $67K | 0.4% | |
| Fidelity International Index Fund N/A | — | — | — | $61K | 0.3% | |
| Fidelity Small Cap Index Fund N/A | — | — | — | $47K | 0.3% | |
| JP Morgan JP Morgan US Govt Money Market N/A 4 Fidelity US Bond Index N/A | — | — | — | $39K | 0.2% | |
| Allspring Spec Small Cap Value Fund N/A | — | — | — | $27K | 0.2% | |
| JP Morgan JP Morgan Core Plus Bond Fund N/A | — | — | — | $20K | 0.1% | |
| Growth Fund Investment Vanguard Life Strategy Growth N/A | — | — | — | $16K | <0.1% | |
| Fidelity Emerging Markets Index Fund N/A | — | — | — | $16K | <0.1% | |
| Vanguard Life Strategy Conservative N/A | — | — | — | $11K | <0.1% | |
| Fund Investment Vanguard Life Strategy Income N/A | — | — | — | $5K | <0.1% | |
| T Rowe Price T Rowe Price Overseas Stock N/A | — | — | — | $2K | <0.1% |