Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIRST CITIZENS FINANCIAL CORP
EIN 42-1113318Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$77.2M assets
Welfare
0
Participants
540
P.O. BOX 1708, 2601 FOURTH STREET S.W. - MASON CITY, IA 504021708641-423-1600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $77.2M assets / 540 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
54%top
- EPIC RETIREMENT PLAN SERVICES54%
- (Not disclosed)46%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
FIRST CITIZENS FINANCIAL CORP. 401(K) SAVINGS PLAN
401k
Assets$41.8M
Participants299
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
FIRST CITIZENS FINANCIAL CORP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$35.4M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | FIRST CITIZENS FINANCIAL CORP. 401(K) SAVINGS PLAN | 401k | $41.8M | 299 | 2024 | |
| 003 | FIRST CITIZENS FINANCIAL CORP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $35.4M | 241 | 2024 |
Retirement plans
Welfare plans