TINA J Smith signed The Juniata Valley Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Juniata Valley Bank's EIN is 23-0741266.
Download the official 2024 Form 5500 (PDF) for The Juniata Valley Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Juniata Valley Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN INVESTMENT INC | 13-2624428 | — | NONE | $0 | — |
| GOLDMAN SACHS ASSET LP | 13-4019460 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index FD 23,027 shares | Mutual Funds | — | $23K | $4.7M | 31.0% | |
| Vanguard Short-Term Investment Grade ADM 203,941 shares | Mutual Funds | — | $204K | $2.1M | 13.9% | |
| Vanguard Total Bond Market Index ADM 169,402 shares | Mutual Funds | — | $169K | $1.6M | 10.6% | |
| Vanguard Developed Mkts Index ADM 99,904 shares | Mutual Funds | — | $100K | $1.5M | 10.1% | |
| American Century Government Bond Instl 134,295 shares | U.S. Treasuries | — | $134K | $1.2M | 8.2% | |
| Money Market Fund *Schwab Bank Money Fund 741,624 shares | Mutual Funds | — | $742K | $742K | 4.9% | |
| Fidelity Blue Chip Growth 2,702 shares | Mutual Funds | — | $3K | $614K | 4.1% | |
| Vanguard Short-Term Inflation-Protected Index 23,076 shares | Mutual Funds | — | $23K | $560K | 3.7% | |
| Vanguard Emerging Markets Stock Index Admiral 14,601 shares | Mutual Funds | — | $15K | $537K | 3.5% | |
| Boston Trust Walden Small 22,977 shares | Other securities | — | $23K | $414K | 2.7% | |
| Vanguard Mid-Cap Index Fund Admiral 968 shares | Common Collective Trusts | — | — | $317K | 2.1% | |
| JPMorgan Mid-Cap Growth 2,855 shares | Other securities | — | $3K | $142K | 0.9% | |
| Vanguard Mid-Cap Valindex Admiral 1,577 shares | Mutual Funds | — | $2K | $132K | 0.9% | |
| Vanguard Small Cap Growth Index Admiral 1,298 shares | Mutual Funds | — | $1K | $128K | 0.8% | |
| Vanguard Value Index Admiral 1,141 shares | Mutual Funds | — | $1K | $75K | 0.5% | |
| Goldman Sachs Small Cap Insight 2,502 shares | Other securities | — | $3K | $31K | 0.2% | |
| American Century Small Cap Val Cl R6 1,328 shares | Other securities | — | $1K | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FIDELITY & RESEARCH COMPANY | 06-1194217 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| AMERICAN CENTURY INVESTMENT INC | 44-6006315 | — | NONE | $0 | — |
| BOSTON TRUST WALDEN | — | BOSTON, MA | NONE | $0 | — |
