JODI Whitney signed Citizens Energy Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Citizens Energy Group's EIN is 35-6000930.
Download the official 2024 Form 5500 (PDF) for Citizens Energy Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Citizens Energy Group's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) LLC | 13-2834414 | — | NONE | $226K | — |
| FAEGRE DRINKER BIDDLE & REATH LLP | 41-0244008 | — | NONE | $86K | — |
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | NONE | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Short Term Bond Fund | Mutual Funds | — | $3.8M | $3.8M | 48.7% | |
| Vanguard Intermediate Term Bond Fund | Mutual Funds | — | $2.6M | $2.6M | 33.0% | |
| REGISTERED INVESTMENT COMPANIES Fidelity Long Term Bond Fund | Mutual Funds | — | $794K | $753K | 9.6% | |
| MONEY MARKET FUND SHARES * Vanguard Prime Money Market Fund | Mutual Funds | — | $395K | $395K | 5.1% | |
| PRINCIPAL SHORT TERM INVESTMENT A PRINCIPAL FINANCIAL GROUP INC · EIN 41-6292499 / PN 001 | Common Collective Trust | — | $286K | $286K | 3.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
