# First Citizens Community Bank DC Plan
Source: https://planprovider.pro/companies/first-citizens-community-bank-plan-002

> First Citizens Community Bank's DC plan: 407 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** First Citizens Community Bank

- **Sponsor EIN:** 240652238

- **Sponsor Address:** 15 S MAIN ST, MANSFIELD, PA, 16933

- **Plan Type:** DC

- **Total Participants:** 407

- **Total Assets:** $43.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|407|$43.0M|$1.5M|$2.4M|

| 2023|402|$36.3M|$1.3M|$2.0M|

| 2022|321|$26.9M|$977,287|$1.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| LARSON, KELLETT & ASSOCIATES, P.C.|AUDITOR|$13,708|—|$13,708|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$7,225|—|$7,225|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LARSON, KELLETT & ASSOCIATES, P.C.](https://planprovider.pro/provider/larson-kellett-and-associates-pc) — AUDITOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $20,933

- **Estimated Expense Ratio:** 0.049% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$81,342|$4,694|—|$12,335|—|

| 2023|$66,289|$3,416|—|$10,600|—|

| 2022|$51,838|$1,960|$41,336|—|—|

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