Community First Bancorporation's EIN is 91-1873460.
Download the official 2024 Form 5500 (PDF) for Community First Bancorporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community First Bancorporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), an ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HFG TRUST | 47-5621000 | KENNEWICK, WA | ADVISOR | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RANDALL & HURLEY | 91-1661080 | LIBERTY LAKE, WA | TPA | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Interest in Bank Stock * Community First Bancorporation Stock | Other securities | — | $3.0M | $9.6M | 45.8% | |
| DFA US Large Company I ** | Mutual Funds | — | — | $1.2M | 5.6% | |
| DFA US Small Cap Value I ** | Mutual Funds | — | — | $1.0M | 4.9% | |
| DFA US Large Cap Value I ** | Mutual Funds | — | — | $882K | 4.2% | |
| Interests in Mutual Funds * Vanguard Total Bond Market Index Adm ** | Mutual Funds | — | — | $769K | 3.6% | |
| Vanguard Target Retirement 2045 Inv ** | Mutual Funds | — | — | $649K | 3.1% | |
| Vanguard Short-Term Invstmt-Grade Adm ** | Mutual Funds | — | — | $648K | 3.1% | |
| SPDR Port MSCI Global Stock ** | Other securities | — | — | $505K | 2.4% | |
| Vanguard Target Retirement 2030 Inv ** | Mutual Funds | — | — | $477K | 2.3% | |
| DFA Large Cap International I ** | Mutual Funds | — | — | $448K | 2.1% | |
| DFA US Hi Relatv Profitability Inst'l ** | Mutual Funds | — | — | $441K | 2.1% | |
| DFA Emerging Markets Value I ** | Mutual Funds | — | — | $427K | 2.0% | |
| Interest in Exchange Traded Funds (ETFs) * SPDR Bloomberg 1 3 Month ** | Other securities | — | — | $423K | 2.0% | |
| Vanguard Target Retirement 2035 Inv ** | Mutual Funds | — | — | $416K | 2.0% | |
| METLIFE GAC SERIES 25053 CLASS 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $392K | 1.9% | |
| Vanguard Target Retirement 2050 Inv ** | Mutual Funds | — | — | $364K | 1.7% | |
| Vanguard Target Retirement 2065 Inv ** | Mutual Funds | — | — | $350K | 1.7% | |
| DFA US Vector Equity Instl ** | Mutual Funds | — | — | $325K | 1.5% | |
| DFA Intl Hi Relatv Profitability Instl ** | Mutual Funds | — | — | $245K | 1.2% | |
| Vanguard Target Retirement 2040 Inv ** | Mutual Funds | — | — | $236K | 1.1% | |
| SPDR Short Term ** | Other securities | — | — | $193K | 0.9% | |
| Vanguard Target Retirement 2060 Inv ** | Mutual Funds | — | — | $189K | 0.9% | |
| DFA Int'l Vector Eqty I ** | Mutual Funds | — | — | $183K | 0.9% | |
| Vanguard Target Retirement 2055 Inv ** | Mutual Funds | — | — | $178K | 0.8% | |
| DFA Real Estate Securities I ** | Mutual Funds | — | — | $135K | 0.6% | |
| Vanguard Target Retirement 2025 Inv ** | Mutual Funds | — | — | $104K | 0.5% | |
| Participant Loans 5.25 - 10.50% | Bonds / Notes | — | — | $82K | 0.4% | |
| DFA International Real Estate Sec I ** | Mutual Funds | — | — | $67K | 0.3% | |
| Interest-Bearing Deposits * Cash ** | Cash / Money Market | — | — | $37K | 0.2% | |
| Vanguard Target Retirement 2020 Inv ** | Mutual Funds | — | — | $35K | 0.2% | |
| Vanguard Target Retirement 2070 Inv ** | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
