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Original filing (PDF)20250814190533NAL0028526242001
FIRST COMMUNITY CREDIT UNION
Form 5500
FILING_RECEIVED
FIRST COMMUNITY 401(K) PLAN
401(k) retirement plan
Active participants
308
Accounts w/ balance
369
Plan assets (EOY)
$38.7M
Net assets (EOY)
$38.7M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST COMMUNITY CREDIT UNION.
Plan sponsor
Name
FIRST COMMUNITY CREDIT UNION
EIN
93-0468003
Address
200 NORTH ADAMS STREET · COQUILLE, OR · 974231253
Phone
(541) 396-1103
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
011
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $41K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $100K | — |
Investments
29 direct securities · 1 pooled fund· $38.7M(100% 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.
Uncategorized
$37.3M
29 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS AMERICAN BALANCED R6 Registered Investment Company | — | — | — | $6.2M | 16.1% | |
| AMERICAN FUNDS AMCAP R6 Registered Investment Company | — | — | — | $5.4M | 13.9% | |
| AMERICAN FUNDS AMERICAN MUTUAL R6 Registered Investment Company | — | — | — | $4.9M | 12.6% | |
| INVESCO DISCOVERY MID CAP GROWTH R6 Registered Investment Company | — | — | — | $2.8M | 7.3% | |
| AMERICAN FUNDS 2035 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $2.8M | 7.2% | |
| AMERICAN FUNDS GROWTH FUND OF AMER R6 Registered Investment Company | — | — | — | $2.4M | 6.1% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Registered Investment Company | — | — | — | $2.2M | 5.7% | |
| EB MAGIC 40 STABLE VALUE FUND KEYBANK, NA (EB MAGIC FUND) · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $1.5M | 3.8% | |
| AMERICAN FUNDS 2030 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $1.0M | 2.7% | |
| AMERICAN FUNDS 2045 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $1.0M | 2.6% | |
| AMERICAN FUNDS 2040 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $913K | 2.4% | |
| AMERICAN FUNDS 2025 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $896K | 2.3% | |
| AMERICAN FUNDS 2055 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $842K | 2.2% | |
| AMERICAN FUNDS CAPITAL WORLD G/I R6 Registered Investment Company | — | — | — | $820K | 2.1% | |
| AMERICAN FUNDS BOND FUND OF AMER R6 Registered Investment Company | — | — | — | $732K | 1.9% | |
| maturing through August 2039 -0- | — | — | — | $644K | 1.7% | |
| AMERICAN FUNDS INVMT CO OF AMERICA R6 Registered Investment Company | — | — | — | $618K | 1.6% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 Registered Investment Company | — | — | — | $526K | 1.4% | |
| AMERICAN FUNDS 2020 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $471K | 1.2% | |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS R6 Registered Investment Company | — | — | — | $440K | 1.1% | |
| AMERICAN FUNDS 2050 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $440K | 1.1% | |
| AMERICAN FUNDS US GOVERNMENT SEC R6 Registered Investment Company | — | — | — | $254K | 0.7% | |
| AMERICAN FUNDS AMERICAN HI INC TR R6 Registered Investment Company | — | — | — | $250K | 0.6% | |
| AMERICAN FUNDS INCOME FUND OF AMERICA R6 Registered Investment Company | — | — | — | $175K | 0.5% | |
| AMERICAN FUNDS CAPITAL INC BLDR R6 Registered Investment Company | — | — | — | $170K | 0.4% | |
| AMERICAN FUNDS 2060 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $116K | 0.3% | |
| AMERICAN FUNDS 2065 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $111K | 0.3% | |
| AMERICAN FUNDS US GOVT MONEY MARKET R6 Registered Investment Company | — | — | — | $61K | 0.2% | |
| AMERICAN FUNDS 2015 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $52K | 0.1% | |
| AMERICAN FUNDS 2070 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $19K | <0.1% |
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