First Bank Corp.'s EIN is 71-0682703.
Download the official 2024 Form 5500 (PDF) for First Bank Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Bank Corp.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTURE CAPITAL | 62-1823351 | — | NONE | $53K | — |
| HOGANTAYLOR LLP | 73-1413977 | — | NONE | $52K | — |
| FIRST NATIONAL BANK | 71-0058845 | — | NONE | $42K | — |
| FRIDAY ELDREDGE & CLARK | 71-0253637 | — | NONE | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $16.9M | 22.7% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $6.4M | 8.5% | |
| Fidelity FIMM Money Market Portfolio | Mutual Funds | — | — | $5.0M | 6.7% | |
| Vanguard Stock Market Index Fund | Common Collective Trusts | — | — | $4.6M | 6.2% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $4.4M | 5.9% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $4.1M | 5.5% | |
| Fidelity Investment Grade Bond Fund | Mutual Funds | — | — | $3.4M | 4.6% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $3.0M | 4.0% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $2.4M | 3.2% | |
| U.S. Treasury Note $2,000,000, due 2/15/2026, 4.00% | U.S. Treasuries | — | — | $2.0M | 2.7% | |
| U.S. Treasury Note $1,800,000, due 11/15/2032, 4.125% | U.S. Treasuries | — | — | $1.8M | 2.4% | |
| U.S. Treasury Note $1,800,000, due 8/15/2033, 3.875% | U.S. Treasuries | — | — | $1.7M | 2.3% | |
| U.S. Treasury Note $1,250,000, due 6/30/2027, 3.25% | U.S. Treasuries | — | — | $1.2M | 1.6% | |
| Vanguard Short-Term Investment Grade Fund | Mutual Funds | — | — | $1.0M | 1.4% | |
| U.S. Treasury Note $1,000,000, due 10/31/2025, 5.00% | U.S. Treasuries | — | — | $1.0M | 1.3% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $887K | 1.2% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $802K | 1.1% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $663K | 0.9% | |
| Federal Home Loan Banks $635,000, due 2/28/2025, 1.75% | Bonds / Notes | — | — | $632K | 0.8% | |
| U.S. Treasury Note $550,000, due 9/30/2026, 3.50% | U.S. Treasuries | — | — | $543K | 0.7% | |
| Southern California Edison Co. $500,000, due 2/1/2027, 4.875% | Bonds / Notes | — | — | $502K | 0.7% | |
| John Deere $500,000, due 6/10/2030, 4.70% | Bonds / Notes | — | — | $499K | 0.7% | |
| U.S. Treasury Note $500,000, due 2/29/2028, 4.00% | U.S. Treasuries | — | — | $496K | 0.7% | |
| U.S. Treasury Note $500,000, due 1/31/2028, 3.50% | U.S. Treasuries | — | — | $489K | 0.7% | |
| Vanguard LifeStrategy Growth Fund | Mutual Funds | — | — | $469K | 0.6% | |
| U.S. Treasury Note $450,000, due 8/15/2025, 3.125% | U.S. Treasuries | — | — | $447K | 0.6% | |
| Federal National Mortgage Association $433,000, due 1/7/2025, 1.625% | Bonds / Notes | — | — | $433K | 0.6% | |
| Federal Home Loan Mortgage Corporation $433,000, due 2/12/2025, 1.50% | Agency / Mortgage-Backed | — | — | $432K | 0.6% | |
| Burlington Northern Santa Fe Corp. $385,000, due 5/13/2029, 7.082% | Bonds / Notes | — | — | $417K | 0.6% | |
| U.S. Bancorp $423,000, due 4/26/2028, 3.90% | Bonds / Notes | — | — | $411K | 0.5% | |
| U.S. Treasury Note $400,000, due 9/30/2028, 4.625% | U.S. Treasuries | — | — | $404K | 0.5% | |
| Federal Home Loan Banks $325,000, due 3/14/2025, 4.625% | Bonds / Notes | — | — | $325K | 0.4% | |
| Astrazeneca Finance LLC $303,000, due 3/3/2030, 4.90% | Bonds / Notes | — | — | $304K | 0.4% | |
| Southern California Edison Co. $300.000, due 3/01/2028, 5.30% | Bonds / Notes | — | — | $304K | 0.4% | |
| Walt Disney Co. $250,000, due 11/30/2028, 7.625% | Bonds / Notes | — | — | $275K | 0.4% | |
| Philip Morris International $250,000, due 2/15/2030, 5.125% | Bonds / Notes | — | — | $251K | 0.3% | |
| U.S. Treasury Note $250,000, due 3/15/2025, 1.75% | U.S. Treasuries | — | — | $249K | 0.3% | |
| CVS Health Corp. $250,000, due 3/25/2028, 4.30% | Bonds / Notes | — | — | $243K | 0.3% | |
| Vanguard LifeStrategy Moderate Growth Fund | Mutual Funds | — | — | $239K | 0.3% | |
| PepsiCo, Inc. $238,000, due 5/15/2028, 4.45% | Bonds / Notes | — | — | $238K | 0.3% | |
| Phillips 66 $250,000, due 12/15/2029, 3.15% | Bonds / Notes | — | — | $229K | 0.3% | |
| Lauder Estee Cosmetics Inc $250,000, due 4/15/2030, 2.60% | Bonds / Notes | — | — | $222K | 0.3% | |
| Amgen Inc $250,000, due 2/21/2030, 2.45% | Bonds / Notes | — | — | $221K | 0.3% | |
| JPMorgan Chase & Co. $217,000, due 10/01/2027, 4.25% | Bonds / Notes | — | — | $216K | 0.3% | |
| Entergy Arkansas $217,000, due 4/1/2026, 3.50% | Bonds / Notes | — | — | $214K | 0.3% | |
| Express Scripts Holdings $217,000, due 3/1/2027, 3.40% | Bonds / Notes | — | — | $210K | 0.3% | |
| U.S. Treasury Note $200,000, due 7/15/2025, 3.00% | U.S. Treasuries | — | — | $199K | 0.3% | |
| IBM Corp. $173,000, due 2/19/2026, 3.45% | Bonds / Notes | — | — | $171K | 0.2% | |
| Union PAC Corp. $173,000, due 3/1/2029, 3.70% | Bonds / Notes | — | — | $166K | 0.2% | |
| Vanguard LifeStrategy Conservative Growth Fund | Mutual Funds | — | — | $142K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
