Firstbank Holding 401(k) match, vesting and fees
What Firstbank Holding's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Ernst & Young, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 156 defined-contribution plans in management of companies and enterprises with 1,000 to 4,999 participants.
| Firstbank Holding: employer contribution per participant | $3,554 | |
| Peer median | $2,525 |
| Firstbank Holding: average balance | $150,271 | |
| Peer median | $101,328 |
| Firstbank Holding: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $579M at the end of plan year 2023 to $651M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,377 | $651M | $15.4M | $3,554 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 4,487 | $579M | $15.4M | $3,483 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Firstbank Holding match 401(k) contributions?
The match terms for the Firstbank Holding Company Savings and ESOP have not been published from its filing yet. The plan year 2024 filing reports $15.4M in employer contributions, about $3,554 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Firstbank Holding 401(k) match vested?
The vesting schedule for the Firstbank Holding Company Savings and ESOP is not in the data published so far. Your Summary Plan Description states it.
Who manages the Firstbank Holding 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Shannon E Jones.
I left Firstbank Holding. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Shannon E Jones, (303) 235-1332) or the recordkeeper, Fidelity Investments Institutional. The Firstbank Holding old 401(k) page lists the contacts from every plan filing. Find an old Firstbank Holding 401(k)
Data from the public Form 5500 annual reports Firstbank Holding filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Firstbank Holding. Not financial advice. Report a correction · Methodology