AUMdb

First Community Bankshares, Inc. Employee Stock Ownership And Savings Plan

Sponsored by First Community Bankshares, Inc. · EIN 550694814 · Plan #001

Total assets
$80.7M
Net assets
$80.7M
Active participants
596
With balances
687

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024
Fund Direct Advisors Inc. CRD 155363 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $115,405
Fund Direct Advisors Inc. Investment advisory (plan), Direct payment from the plan $61,286
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0