How big is Community National Bank's plan?

Community National Bank's plan reported $32.0M in assets and 234 participants for 2024.

Original filing (PDF)20251007162856NAL0011999938001

Community National Bank

Name: Community National Bank — Community National Bank, Form 5500 (2024)
Creator: Community National Bank
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Community National Bank 401(k) Plan

401(k) retirement plan · Community National Bank's Community National Bank 401(k) Plan held $32.0M in plan assets for 234 participants in 2024, with Empower as recordkeeper.

Signals · 2

45% in single holding45% employer stock

Active participants

234

Accounts w/ balance

325

Plan assets (EOY)

$32.0M

Net assets (EOY)

$32.0M

Plan identifiers

Community National Bank's EIN is 75-1829272.

EIN 75-1829272

Plan number 002

Plan year 2024

ACK ID 20251007162856NAL0011999938001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Community National Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Community National Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMUNITY NATIONAL BANK.

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How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

45% of assets in employer securities.

Plan sponsor

Name

COMMUNITY NATIONAL BANK

EIN

all filings

Address

PO BOX 3903 · MIDLAND, TX · 79701

Phone

(432) 685-8400

Industry

Commercial Banking· Finance & Insurance

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

2025-10-07

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP LLC	—	GREENWOOD VILLAGE, CO	N/A	$59K	—
EMPOWER ANNUITY INS CO OF AMERICA	84-0467907	—	N/A	$21K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES FINANCIAL SERVICES

Investments

43 direct securities · 1 pooled fund· $32.0M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Common Stocks

$14.4M

1 holding

Other securities

$8.0M

15 holdings

Mutual Funds

$5.9M

23 holdings

Common Collective Trusts

$3.0M

2 holdings

Bonds / Notes

$590K

1 holding

Cash / Money Market

$82K

1 holding

Common Collective Trust

$21K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

BlackRock / iShares$7.1M American Funds (Capital Group)$1.7M Dimensional / DFA$951K PIMCO$701K T. Rowe Price$484K Janus Henderson$387K Lord Abbett$217K JPMorgan$203K Franklin Templeton

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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

					% of plan
Midland Bancshares, Inc. Shares of Common Stock N/A	Common Stocks	—	—	$14.4M	45.1%
iShares S&P 500 Index K Mutual Fund N/A	Common Collective Trusts	—	—	$2.5M	7.8%
iShares MSCI EAFE International Index K Mutual Fund N/A	Other securities	—	—	$1.7M	5.4%
iShares U.S. Aggregate Bond Index K Mutual Fund N/A	Other securities	—	—	$1.7M	5.4%
American Funds New Perspective R6 Mutual Fund N/A	Mutual Funds	—	—	$1.3M	4.2%
Federated Hermes Strategic Income R6 Mutual Fund N/A	Other securities	—	—	$1.2M	3.7%
Putnam Emerging Markets Equity R6 Mutual Fund N/A	Mutual Funds	—	—	$1.1M	3.3%
Key Guaranteed Portfolio Fund Guaranteed Insurance Contract N/A	Other securities	—	—	$960K	3.0%
PIMCO Moderate Duration Instl Mutual Fund N/A	Mutual Funds	—	—	$701K	2.2%
Participant loans Maturing 2025-2050 at an interest rate of 8% -	Bonds / Notes	—	—	$590K	1.8%
iShares Russell 2000 Small-Cap Index K Mutual Fund N/A	Common Collective Trusts	—	—	$517K	1.6%
iShares Russell Mid-Cap Index K Mutual Fund N/A	Other securities	—	—	$498K	1.6%
DFA US Large Cap Value I Mutual Fund N/A	Mutual Funds	—	—	$488K	1.5%
T. Rowe Price U.S. Equity Research I Mutual Fund N/A	Other securities	—	—	$484K	1.5%
George Putnam Balanced R6 Mutual Fund N/A	Mutual Funds	—	—	$431K	1.3%
Janus Henderson Global Real Estate N Mutual Fund N/A	Mutual Funds	—	—	$387K	1.2%
VanEck CM Commodity Index Y Mutual Fund N/A	Other securities	—	—	$319K	1.0%
DFA International Value I Mutual Fund N/A	Mutual Funds	—	—	$260K	0.8%
Alger Focus Equity Y Mutual Fund N/A	Other securities	—	—	$241K	0.8%
American Funds 2025 Trgt Date Retire R6 Mutual Fund N/A 43 American Funds 2030 Trgt Date Retire R6 Mutual Fund N/A 44 American Funds 2035 Trgt Date Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$229K	0.7%
Undiscovered Mgrs Behavioral Value R6 Mutual Fund N/A	Other securities	—	—	$217K	0.7%
Lord Abbett Multi-Asset Balanced Opp R6 Mutual Fund N/A	Mutual Funds	—	—	$211K	0.7%
DFA US Small Cap Growth Instl Mutual Fund N/A	Mutual Funds	—	—	$203K	0.6%
Putnam Global Technology R6 Mutual Fund N/A	Mutual Funds	—	—	$150K	0.5%
JPMorgan Mid Cap Equity R6 Mutual Fund N/A	Other securities	—	—	$149K	0.5%
Cohen & Steers Real Estate Securities Z Mutual Fund N/A	Other securities	—	—	$138K	0.4%
Franklin High Income R6 Mutual Fund N/A	Mutual Funds	—	—	$135K	0.4%
BlackRock Mid-Cap Growth Equity K Mutual Fund N/A	Other securities	—	—	$105K	0.3%
Cash Interest bearing cash account N/A	Cash / Money Market	—	—	$82K	0.3%
AB Small Cap Growth Z Mutual Fund N/A	Other securities	—	—	$81K	0.3%
Eaton Vance Atlanta Capital SMID-Cap R6 Mutual Fund N/A	Other securities	—	—	$76K	0.2%
American Funds 2050 Trgt Date Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$63K	0.2%
JPMorgan Large Cap Growth R6 Mutual Fund N/A	Other securities	—	—	$54K	0.2%
American Funds 2060 Trgt Date Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$53K	0.2%
Fidelity Advisor Health Care Z Mutual Fund N/A	Mutual Funds	—	—	$31K	<0.1%
Fidelity Advisor International Cap App Z Mutual Fund N/A	Mutual Funds	—	—	$29K	<0.1%
American Funds 2065 Trgt Date Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$29K	<0.1%
American Funds 2055 Trgt Date Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$28K	<0.1%
Fidelity Adv Balanced Z Mutual Fund N/A	Mutual Funds	—	—	$23K	<0.1%
INTERNATIONAL GROWTH FUND CL R GREAT GRAY · EIN 26-3783561 / PN 000	Common Collective Trust	—	—	$21K	<0.1%
MFS Mid Cap Value R6 Mutual Fund N/A	Mutual Funds	—	—	$14K	<0.1%
Lord Abbett Income R6 Mutual Fund N/A	Mutual Funds	—	—	$6K	<0.1%
Invesco EQV Intl Small Company R6 Mutual Fund N/A	Mutual Funds	—	—	$4K	<0.1%
Putnam Income R6 Mutual Fund N/A	Mutual Funds	—	—	$2K	<0.1%

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