Original filing (PDF)20250903101323NAL0008991587001

THE FARMERS AND MERCHANTS BANK

Name: THE FARMERS AND MERCHANTS BANK — THE FAME PLAN, Form 5500 (2024)
Creator: THE FARMERS AND MERCHANTS BANK

Form 5500

FILING_RECEIVED

THE FAME PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

267

Accounts w/ balance

305

Plan assets (EOY)

$20.0M

Net assets (EOY)

$20.0M

How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE FARMERS AND MERCHANTS BANK.

Plan sponsor

Name

THE FARMERS AND MERCHANTS BANK

EIN

71-0203044

Address

708 S MAIN ST · STUTTGART, AR · 721604806

Phone

(870) 672-4221

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-03

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)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS	43-1451524	—	CONSULTANT	$49K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$8K	—

Investments

32 direct securities · 1 pooled fund· $20.0M(100% of reported assets)

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.

Other securities

$19.8M

31 holdings

Stable Value

$200K

1 holding

Common Collective Trust

1 holding

					% of plan
TIAA-CREF Lifecycle Index 2030 Institutional Fund	Other securities	—	—	$3.1M	15.7%
TIAA-CREF Lifecycle Index 2040 Institutional Fund	Other securities	—	—	$3.0M	15.1%
TIAA-CREF Lifecycle Index 2035 Institutional Fund	Other securities	—	—	$2.6M	13.1%
TIAA-CREF Lifecycle Index 2025 Institutional Fund	Other securities	—	—	$2.0M	10.1%
TIAA-CREF Lifecycle Index 2015 Institutional Fund	Other securities	—	—	$1.5M	7.5%
TIAA-CREF Lifecycle Index 2020 Institutional Fund	Other securities	—	—	$1.5M	7.4%
TIAA-CREF Lifecycle Index 2045 Institutional Fund	Other securities	—	—	$1.1M	5.7%
TIAA-CREF Lifecycle Index 2050 Institutional Fund	Other securities	—	—	$1.0M	5.1%
TIAA-CREF Lifecycle Index 2010 Institutional Fund	Other securities	—	—	$895K	4.5%
TIAA-CREF Lifecycle Index 2055 Institutional Fund	Other securities	—	—	$776K	3.9%
Fidelity Investments Fidelity 500 Index Fund	Other securities	—	—	$524K	2.6%
Fidelity Investments Fidelity Total Market Index Fund	Other securities	—	—	$305K	1.5%
Alliance Bernstein AB Large Cap Growth Fund	Other securities	—	—	$279K	1.4%
JP Morgan JPMorgan Mid Cap Growth Fund	Other securities	—	—	$252K	1.3%
TIAA-CREF Lifecycle Index 2060 Institutional Fund	Other securities	—	—	$227K	1.1%
Principal Life Insurance Company Principal Fixed Income Guaranteed Option - Guaranteed Investment Contract	Stable Value	—	—	$200K	1.0%
Fidelity Investments Fidelity Small Cap Growth K6 Fund	Other securities	—	—	$137K	0.7%
TIAA-CREF Lifecycle Index Retirement Income Fund	Other securities	—	—	$115K	0.6%
Fidelity Investments Fidelity Mid Cap Index Fund	Other securities	—	—	$80K	0.4%
Fidelity Investments Fidelity Small Cap Index Fund	Other securities	—	—	$64K	0.3%
American Funds American Funds American Balanced Fund	Other securities	—	—	$46K	0.2%
Fidelity Investments Fidelity International Index Fund	Other securities	—	—	$44K	0.2%
TIAA-CREF Lifecycle Index 2065 Institutional Fund	Other securities	—	—	$40K	0.2%
Cohen & Steers Cohen & Steers Real Estate Securities Fund	Other securities	—	—	$4K	<0.1%
JP Morgan JPMorgan US Value Fund	Other securities	—	—	$3K	<0.1%
MFS International Growth Fund	Other securities	—	—	$3K	<0.1%
Fidelity Investments Fidelity Inflation Protected Bond Index Fund	Other securities	—	—	$3K	<0.1%
JP Morgan JPMorgan Undiscovered Managers Behavioral Value Fund	Other securities	—	—	$2K	<0.1%
PIMCO International Bund Fund	Other securities	—	—	$2K	<0.1%
MFS International Equity Fund	Other securities	—	—	$2K	<0.1%
MFS Mid Cap Value Fund ** 935 PIMCO Income Fund	Other securities	—	—	$1K	<0.1%
American Funds American Funds New World Fund	Other securities	—	—	$1K	<0.1%
GOLDMAN SACHS STABLE VAL TR I THE GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025	Common Collective Trust	—	—	$0	<0.1%