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Original filing (PDF)20250925091400NAL0009564720001
UNION BANK
Form 5500
FILING_RECEIVED
UNION BANK 401(K)
401(k) retirement plan
Active participants
148
Accounts w/ balance
140
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
27 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 UNION BANK.
Plan sponsor
Name
UNION BANK
EIN
71-0182110
Address
303 HWY 71 NORTH · MENA, AR · 71953
Phone
(479) 394-2211
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REYNOLDS, BONE & GRIESBECK PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | ADVISOR | $18K | — |
Investments
27 direct securities· $9.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Fund | — | — | — | $1.9M | 19.2% | |
| Fidelity Freedom 2035 Fund | — | — | — | $1.3M | 12.9% | |
| Fidelity Government Money Market Fund | — | — | — | $1.2M | 11.9% | |
| Fidelity Freedom 2045 Fund | — | — | — | $1.0M | 10.7% | |
| Fidelity 500 Index Fund | — | — | — | $820K | 8.5% | |
| Fidelity Freedom 2025 Fund | — | — | — | $698K | 7.2% | |
| Fidelity Freedom 2050 Fund | — | — | — | $680K | 7.0% | |
| BR Strategic Global Bond Fund 22 PGIM Total Return Bond Fund | — | — | — | $585K | 6.0% | |
| Fidelity Freedom 2030 Fund | — | — | — | $369K | 3.8% | |
| Fidelity Freedom 2060 Fund | — | — | — | $226K | 2.3% | |
| Participant Loans 3.25% to 8.5% Interest | — | — | — | $188K | 1.9% | |
| Fidelity Freedom 2065 Fund | — | — | — | $161K | 1.7% | |
| Fidelity Freedom 2055 Fund | — | — | — | $140K | 1.4% | |
| Fidelity Freedom Income Index Fund | — | — | — | $96K | 1.0% | |
| MFS International Diversification Fund - JP Morgan Large Cap Growth Fund | — | — | — | $80K | 0.8% | |
| Fidelity Freedom 2015 Fund | — | — | — | $78K | 0.8% | |
| Vanguard Equity Income Fund 833 JP Morgan Mid Cap Growth Fund | — | — | — | $65K | 0.7% | |
| Fidelity Small Cap Index Fund | — | — | — | $61K | 0.6% | |
| Fidelity Freedom 2020 Fund | — | — | — | $58K | 0.6% | |
| Vanguard Small Cap Value Index Fund 374 Vanguard Mid-Cap Value Index Fund | — | — | — | $35K | 0.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $20K | 0.2% | |
| JP Morgan Emerging Markets Equity Fund 948 Vanguard Short-Term Investment-Grade Fund | — | — | — | $13K | 0.1% | |
| Fidelity Freedom 2005 Fund - * Fidelity Freedom 2010 Fund | — | — | — | $8K | <0.1% | |
| IS International Index Fund | — | — | — | $3K | <0.1% | |
| Goldman Sachs Partners International Opportunity | — | — | — | $3K | <0.1% | |
| American Century Small Cap Growth Fund | — | — | — | $3K | <0.1% | |
| Fidelity Government Money Market Fund K6 673 * Fidelity Freedom 2070 Fund | — | — | — | $1K | <0.1% |
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