Mikki Kelley signed First Guaranty Bank, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Guaranty Bank, Inc.'s EIN is 72-0201420.
Download the official 2024 Form 5500 (PDF) for First Guaranty Bank, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Guaranty Bank, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2030 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.2M | 13.4% | |
| Principal Int'l Eq Index R5 Fd | Other securities | — | — | $1.6M | 10.1% | |
| Prin SmCap S&P 600 Idx R5 Fund | Common Collective Trusts | — | — | $1.6M | 9.9% | |
| PRIN LIFETIME HY 2050 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.6M | 9.9% | |
| Principal Bond Mkt Index R5 Fd | Other securities | — | — | $1.6M | 9.9% | |
| PRIN LIFETIME HY 2040 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.5M | 9.2% | |
| Prin SmallCap Value II R5 Fund | Other securities | — | — | $1.5M | 9.2% | |
| PGIM High Yield R2 Fund | Other securities | — | — | $1.2M | 7.3% | |
| PRIN LIFETIME HY 2020 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.2M | 7.3% | |
| PRIN LIFETIME HY 2035 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $847K | 5.2% | |
| Prin LargeCap Growth I R5 Fund | Other securities | — | — | $823K | 5.1% | |
| Prin LifeTime Hy 2045 CIT Z55 | Common Collective Trusts | — | — | $646K | 4.0% | |
| Prin LgCap S&P 500 Idx R5 Fund | Common Collective Trusts | — | — | $606K | 3.7% | |
| PRIN LIFETIME HY 2045 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $579K | 3.6% | |
| PRIN LIFETIME HY 2055 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $532K | 3.3% | |
| Prin LifeTime Hy 2055 CIT Z55 | Common Collective Trusts | — | — | $389K | 2.4% | |
| Prin MidCap S&P 400 Idx R5 Fd | Common Collective Trusts | — | — | $334K | 2.1% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | — | $324K | 2.0% | |
| PRIN LIFETIME HY 2060 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $261K | 1.6% | |
| Prin SmallCap Growth I R5 Fund | Other securities | — | — | $213K | 1.3% | |
| Prin LifeTime Hy 2050 CIT Z55 | Common Collective Trusts | — | — | $176K | 1.1% | |
| Prin LifeTime Hy 2060 CIT Z55 | Common Collective Trusts | — | — | $154K | 0.9% | |
| Prin LifeTime Hy 2065 CIT Z55 | Common Collective Trusts | — | — | $152K | 0.9% | |
| PRIN LIFETIME HY 2025 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $147K | 0.9% | |
| Prin Global RE Secs R5 Fund | Other securities | — | — | $120K | 0.7% | |
| PRIN LIFETIME HY 2065 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $92K | 0.6% | |
| BlackRock Total Ret Inv A Fd | Other securities | — | — | $36K | 0.2% | |
| PRIN LIFETIME HY INC CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $36K | 0.2% | |
| Am Funds Infla Linked Bd R3 Fd | Other securities | — | — | $25K | 0.2% | |
| AB Global Bond A Fund | Other securities | — | — | $17K | 0.1% | |
| Prin LifeTime Hy 2020 CIT Z55 | Common Collective Trusts | — | — | $17K | 0.1% | |
| PRIN LIFETIME HY 2015 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $12K | <0.1% | |
| MFS Value R3 Fund | Mutual Funds | — | — | $12K | <0.1% | |
| Am Fds EuroPacific Grth R3 Fd | Other securities | — | — | $10K | <0.1% | |
| Amer Funds New World R3 Fund | Other securities | — | — | $5K | <0.1% |
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 |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
