Back to filter
Original filing (PDF)20250909052518NAL0019911281001
FIRST COMMUNITY BANK
Form 5500
FILING_RECEIVED
FIRST COMMUNITY BANK 401(K) PLAN
401(k) retirement plan
Active participants
116
Accounts w/ balance
107
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
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 (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
Helping the score
- Below-peer total fees (33 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST COMMUNITY BANK.
Plan sponsor
Name
FIRST COMMUNITY BANK
EIN
74-2058750
Address
806 S. 77 SUNSHINE STRIP · HARLINGEN, TX · 78550
Phone
(956) 245-8663
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
2025-09-09
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)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $25K | — |
Investments
31 direct securities · 1 pooled fund· $7.4M(96% 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.
Registered Investment Companies
$7.2M
31 holdings
Common Collective Trust
$168K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $1.4M | 18.8% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $1.4M | 17.9% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $1.2M | 15.7% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $1.1M | 13.9% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $468K | 6.1% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $459K | 6.0% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $248K | 3.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $168K | 2.2% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $145K | 1.9% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $112K | 1.5% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $111K | 1.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $106K | 1.4% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $104K | 1.4% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $58K | 0.8% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $58K | 0.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $58K | 0.8% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $41K | 0.5% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $33K | 0.4% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $26K | 0.3% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $13K | 0.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $8K | 0.1% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $8K | 0.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $8K | 0.1% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $5K | <0.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $5K | <0.1% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $5K | <0.1% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $4K | <0.1% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $4K | <0.1% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $1K | <0.1% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $1K | <0.1% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Commercial Banking plans
KCB BANK
THE KEARNY COUNTY BANK 401(K) PROFIT SHARING PLAN AND TRUST
$7.7M · 46 participants
PLATINUM BANK
PLATINUM BANK 401(K) PLAN
$7.7M · 73 participants
STONE BANK
STONE BANK 401(K) PLAN
$7.7M · 124 participants
THE BANK OF LANDISBURG
THE BANK OF LANDISBURG PROFIT SHARING PLAN & TRUST
$7.7M · 47 participants
COMMERCIAL BANK OF GRAYSON
COMMERCIAL BANK OF GRAYSON 401(K) PROFIT SHARING
$7.7M · 48 participants
FARMERS BANK AND SAVINGS COMPANY
FARMERS BANK AND SAVINGS COMPANY PROFIT SHARING AND 401(K) PLAN
$7.7M · 83 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants