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Original filing (PDF)20251015090925NAL0002064323001
FIRST BANK
Form 5500
FILING_RECEIVED
FIRST BANK EMPLOYEES' 401(K) PLAN
401(k) retirement plan
Signals · 2
95% in single holdingNo recordkeeper disclosed
Active participants
167
Accounts w/ balance
192
Plan assets (EOY)
$24.7M
Net assets (EOY)
$24.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: MANAGED ALLOCATION PORTFOLIO POOLED INVESTMENT TRUST (extraction pending)]" is 95% of plan.
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST BANK.
Plan sponsor
Name
FIRST BANK
EIN
75-0164917
Address
300 E THIRD STREET · BURKBURNETT, TX · 76354
Phone
(940) 569-2221
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MWH GROUP, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OH | TRUSTEE | $92K | — |
Investments
13 direct securities · 2 pooled funds· $21.3M(86% 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.
Common Collective Trust
$10.6M
2 holdings
Uncategorized
$10.6M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: MANAGED ALLOCATION PORTFOLIO POOLED INVESTMENT TRUST (extraction pending)] | — | — | — | $10.1M | 40.7% | |
| MAP POOLED INVESTEMENT TRUST BOKF, NA · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $10.1M | 40.7% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST CO. · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $566K | 2.3% | |
| MORLEY INCOME FUND III | — | — | — | $152K | 0.6% | |
| MORLEY INCOME FUND I | — | — | — | $88K | 0.4% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $79K | 0.3% | |
| MORLEY INCOME FUND IV | — | — | — | $50K | 0.2% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $47K | 0.2% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $42K | 0.2% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $40K | 0.2% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $21K | <0.1% | |
| ACTIVELY MANAGED FUND | — | — | — | $19K | <0.1% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $17K | <0.1% | |
| MORLEY INCOME FUND II | — | — | — | $10K | <0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% |
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