Scott Fritz signed Pennian Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pennian Bank's EIN is 23-0873877.
Download the official 2024 Form 5500 (PDF) for Pennian Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pennian Bank's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROVE POINT INVESTMENTS LLC | 52-1321340 | — | ADVISOR | $17K | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $10.4M | 92.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $484K | 4.3% |
| 26-4311657 |
| — |
| INVESTMENT ADVISOR |
| $8K |
| — |
