Ramona Wallace signed Citizant, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Citizant, Inc.'s EIN is 54-1938481.
Download the official 2024 Form 5500 (PDF) for Citizant, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Citizant, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fd | Mutual Funds | — | — | $2.2M | 13.5% | |
| Vanguard Tgt Rmt 2035 Inv Fund | Mutual Funds | — | — | $2.1M | 13.2% | |
| Vanguard Tgt Rmt 2045 Inv Fund | Mutual Funds | — | — | $1.5M | 9.5% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.1M | 7.0% | |
| Vanguard Tgt Rmt 2025 Inv Fund | Mutual Funds | — | — | $918K | 5.7% | |
| JP Morgan JP Morgan Core Bond R6 Fund | Other securities | — | — | $770K | 4.8% | |
| MFS Value R6 Fund | Mutual Funds | — | — | $597K | 3.7% | |
| Vanguard Intl Growth Adm Fd | Mutual Funds | — | — | $573K | 3.6% | |
| Vanguard Balncd Index Admrl Fd | Mutual Funds | — | — | $447K | 2.8% | |
| Vanguard Tgt Rmt 2055 Inv Fund | Mutual Funds | — | — | $403K | 2.5% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Mutual Funds | — | — | $402K | 2.5% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $386K | 2.4% | |
| Vanguard Sm Cap Gr Idx Adm | Common Collective Trusts | — | — | $384K | 2.4% | |
| First Eagle First Eagle Global R6 Fund | Other securities | — | — | $351K | 2.2% | |
| Vanguard Tgt Rmt 2020 Inv Fund | Mutual Funds | — | — | $331K | 2.1% | |
| Insurance Contract Fixed Income Guaranteed Option | Other securities | — | — | $330K | 2.1% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | — | $314K | 2.0% | |
| Vanguard Sm Cap Index Adm | Mutual Funds | — | — | $306K | 1.9% | |
| Vanguard MidCp Grth Idx Adm | Common Collective Trusts | — | — | $298K | 1.9% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Mutual Funds | — | — | $297K | 1.8% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $284K | 1.8% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Mutual Funds | — | — | $238K | 1.5% | |
| Vanguard Growth Index Adm Fund | Mutual Funds | — | — | $205K | 1.3% | |
| Vanguard Tgt Rmt Inc Inv Fund | Mutual Funds | — | — | $176K | 1.1% | |
| Vanguard MidCap Val Idx Adm | Common Collective Trusts | — | — | $171K | 1.1% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% $ - | Bonds / Notes | — | — | $165K | 1.0% | |
| Vanguard Sm Cap Val Idx Adm | Common Collective Trusts | — | — | $163K | 1.0% | |
| DFA US Large CompanyI Fund | Mutual Funds | — | — | $162K | 1.0% | |
| PIMCO Income InstitutionalFd | Mutual Funds | — | — | $125K | 0.8% | |
| Nuveen Large Cp Re Eq R6 | Mutual Funds | — | — | $102K | 0.6% | |
| Vanguard Tgt Rmt 2065 Inv Fund | Mutual Funds | — | — | $90K | 0.6% | |
| PIMCO Intl Bond ( USD- Hdg) I Fd | Mutual Funds | — | — | $62K | 0.4% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | — | $35K | 0.2% | |
| Vanguard Dev Mkts Index Adm | Mutual Funds | — | — | $24K | 0.2% | |
| (E) | Other securities | — | — | $11K | <0.1% | |
| American Funds NewWorldR6 | Mutual Funds | — | — | $11K | <0.1% | |
| (E) | Other securities | — | — | $7K | <0.1% | |
| Vanguard Intl Value Inv Fund | Mutual Funds | — | — | $7K | <0.1% | |
| PIMCO Real Return Instl Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Tgt Rmt 2070 Inv Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
