Firstbank's EIN is 73-0241528.
Download the official 2024 Form 5500 (PDF) for Firstbank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Firstbank's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $16K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2045 I | Mutual Funds | — | — | $1.4M | 16.2% | |
| T Rowe Price Retirement 2040 I | Mutual Funds | — | — | $1.0M | 12.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $797K | 9.3% | |
| American Funds Bond Fund of Amer R6 | Mutual Funds | — | — | $689K | 8.0% | |
| BlackRock iShares MSCI Total International | Other securities | — | — | $553K | 6.4% | |
| Index K T Rowe Price Retirement 2035 I | Mutual Funds | — | — | $455K | 5.3% | |
| T Rowe Price Retirement 2055 I | Mutual Funds | — | — | $431K | 5.0% | |
| T Rowe Price Retirement 2015 I | Mutual Funds | — | — | $381K | 4.4% | |
| T Rowe Price Retirement 2060 I | Mutual Funds | — | — | $328K | 3.8% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $315K | 3.7% | |
| T Rowe Price Retirement 2050 I | Mutual Funds | — | — | $306K | 3.6% | |
| BlackRock iShares Russell Mid-Cap Index K | Other securities | — | — | $247K | 2.9% | |
| Participant Loans Maturities through December - | Participant loans | — | — | $247K | 2.9% | |
| Great-West Life & Annuity EI Fixed Account - Series Class I | Other securities | — | — | $234K | 2.7% | |
| EI FXED ACCOUNT- SERIES CLASS I EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $223K | 2.6% | |
| Insurance Company Fidelity Small Cap Index | Mutual Funds | — | — | $162K | 1.9% | |
| JPMorgan US Equity R6 | Other securities | — | — | $110K | 1.3% | |
| American Funds Inflation Linked Bd R6 | Mutual Funds | — | — | $108K | 1.3% | |
| PGIM Investments US Real Estate R6 | Other securities | — | — | $97K | 1.1% | |
| T Rowe Price Retirement 2065 I | Mutual Funds | — | — | $91K | 1.1% | |
| Alliance Bernstein Large Cap Growth Z | Other securities | — | — | $88K | 1.0% | |
| BlackRock Strategic Global Bond K | Other securities | — | — | $85K | 1.0% | |
| T. Rowe Price Value I | Other securities | — | — | $72K | 0.8% | |
| BlackRock Mid-Cap Growth Equity K | Other securities | — | — | $67K | 0.8% | |
| Empower Multi-Sector Bond Inst | Other securities | — | — | $64K | 0.7% | |
| American Century Small Cap Value R6 | Other securities | — | — | $58K | 0.7% | |
| JPMorgan U.S. Value R6 | Other securities | — | — | $48K | 0.6% | |
| BlackRock Emerging Mkts K | Other securities | — | — | $41K | 0.5% | |
| Alliance Bernstein Small Cap Growth Z | Other securities | — | — | $31K | 0.4% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $20K | 0.2% | |
| American Century Focused Dynamic Gr R6 | Other securities | — | — | $14K | 0.2% | |
| T Rowe Price Retirement 2025 I | Mutual Funds | — | — | $14K | 0.2% | |
| Hartford International Value R6 | Other securities | — | — | $13K | 0.1% | |
| PGIM Investments Jennison International Opps R6 | Other securities | — | — | $3K | <0.1% | |
| T Rowe Price Retirement 2030 I | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CETERA ADVISOR NETWORKS, LLC |
| — |
| EL SEGUNDO, CA |
| INVESTMENT ADVISOR |
| $28K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PASI | 26-1407927 | FARMINGTON, CT | CONTRACT ADMIN | $3K | — |
