Stacey Heyes signed Penns Woods Bancorp, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Penns Woods Bancorp, Inc.'s EIN is 23-2226454.
Download the official 2024 Form 5500 (PDF) for Penns Woods Bancorp, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Penns Woods Bancorp, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $19K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | $3.6M | $4.8M | 21.6% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | $4.7M | $4.7M | 21.3% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | $1.7M | $2.4M | 10.6% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | $1.0M | $1.4M | 6.4% | |
| FID 500 INDEX | Common Collective Trusts | — | $621K | $836K | 3.8% | |
| VANG HI DIV IDX ADM | Common Collective Trusts | — | $513K | $655K | 2.9% | |
| AF BALANCED R6 | Other securities | — | $432K | $486K | 2.2% | |
| MFS TECHNOLOGY R6 | Mutual Funds | — | $421K | $485K | 2.2% | |
| FID LG CAP GR IDX | Common Collective Trusts | — | $280K | $459K | 2.1% | |
| FID CONTRAFUND K6 | Mutual Funds | — | $322K | $452K | 2.0% | |
| AF NEW PERSPECT R6 | Other securities | — | $385K | $451K | 2.0% | |
| PGIM TOTAL RTN BD R6 | Other securities | — | $376K | $349K | 1.6% | |
| FID MID CAP IDX | Common Collective Trusts | — | $259K | $339K | 1.5% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $335K | 1.5% | |
| JHANCOCK REG BANK I | Other securities | — | $295K | $323K | 1.5% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | $243K | $317K | 1.4% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | $226K | $311K | 1.4% | |
| BLKRK HLTH SCI OPP K | Other securities | — | $279K | $263K | 1.2% | |
| FID LG CAP VAL IDX | Common Collective Trusts | — | $214K | $263K | 1.2% | |
| COMMON STOCK | Common Stocks | — | $153K | $241K | 1.1% | |
| FID GOVT MMKT | Mutual Funds | — | $231K | $231K | 1.0% | |
| FID SM CAP IDX | Common Collective Trusts | — | $191K | $231K | 1.0% | |
| FID GLB EX US IDX | Common Collective Trusts | — | $203K | $212K | 1.0% | |
| FID US BOND IDX | Common Collective Trusts | — | $211K | $203K | 0.9% | |
| FID EMRG MKTS IDX | Common Collective Trusts | — | $178K | $176K | 0.8% | |
| BLKRK HIGH YLD K | Other securities | — | $168K | $165K | 0.7% | |
| J H TRITON N | Other securities | — | $179K | $161K | 0.7% | |
| CALV US LG CP CRI R6 | Other securities | — | $76K | $121K | 0.5% | |
| PGIM J UTILITY R6 | Other securities | — | $119K | $120K | 0.5% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | $93K | $111K | 0.5% | |
| FID LOW-PRICED ST K6 | Mutual Funds | — | $94K | $105K | 0.5% | |
| LD ABT ULT SHT BD R6 | Other securities | — | $92K | $92K | 0.4% | |
| CASH | Cash / Money Market | — | $79K | $79K | 0.4% | |
| CALVERT GREEN BOND I | Other securities | — | $67K | $65K | 0.3% | |
| FLEXPATH CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | $59K | $63K | 0.3% | |
| STD CAP PRSVN INC I | Common Stocks | — | $42K | $44K | 0.2% | |
| CALV INTL RSP IDX I | Common Collective Trusts | — | $40K | $43K | 0.2% | |
| FLEXPATH CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | $29K | $36K | 0.2% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | $24K | $30K | 0.1% | |
| FID INFL PR BD IDX | Common Collective Trusts | — | $32K | $29K | 0.1% | |
| FID REAL ESTATE IDX | Common Collective Trusts | — | $18K | $18K | <0.1% | |
| FLEXPATH CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | $5K | $6K | <0.1% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | $6K | $5K | <0.1% | |
| FLEXPATH AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $5K |
| — |
