Kerrie Heckethorn signed First Citizens National Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Citizens National Bank's EIN is 62-0201100.
Download the official 2024 Form 5500 (PDF) for First Citizens National Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Citizens National 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATIOR | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 Group Value Index | Mutual Funds | — | — | $4.8M | 13.0% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 004 | Common Collective Trust | — | — | $4.1M | 11.1% | |
| Principal Life Insurance Company Principal LifeTime Hybrid 2025 CIT Z | Common Collective Trusts | — | — | $4.1M | 11.1% | |
| Vanguard Group Growth Index | Mutual Funds | — | — | $3.5M | 9.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 006 | Common Collective Trust | — | — | $3.0M | 8.2% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 005 | Common Collective Trust | — | — | $2.9M | 7.9% | |
| Franklin Templeton Investments Dynatech | Mutual Funds | — | — | $2.5M | 6.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 007 | Common Collective Trust | — | — | $1.7M | 4.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 008 | Common Collective Trust | — | — | $1.4M | 3.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 003 | Common Collective Trust | — | — | $1.2M | 3.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 009 | Common Collective Trust | — | — | $1.1M | 3.0% | |
| Wells Fargo SP Mid Cap Value | Other securities | — | — | $1.0M | 2.7% | |
| Principal Life Insurance Company Fixed Income Guarantee | Common Stocks | — | — | $957K | 2.6% | |
| American Beacon Funds Small Cap Value | Other securities | — | — | $734K | 2.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $677K | 1.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $658K | 1.8% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 002 | Common Collective Trust | — | — | $645K | 1.7% | |
| Vanguard Group International Growth | Mutual Funds | — | — | $542K | 1.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 010 | Common Collective Trust | — | — | $532K | 1.4% | |
| Fidelity Investments Advisor Div Stock | Mutual Funds | — | — | $529K | 1.4% | |
| Principal Life Insurance Company PIMCO StocksPLUS International I Fund (USD-Hedged) | Mutual Funds | — | — | $481K | 1.3% | |
| PIMCO Funds Stocks Plus Intl | Mutual Funds | — | — | $481K | 1.3% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $394K | 1.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $332K | 0.9% | |
| Principal Life Insurance Company PIMCO StocksPLUS Small I Fund | Mutual Funds | — | — | $316K | 0.9% | |
| Principal Life Insurance Company Carillon Eagle Mid Cap Growth R6 Fund | Common Stocks | — | — | $314K | 0.8% | |
| The American Funds New World | Mutual Funds | — | — | $282K | 0.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 012 | Common Collective Trust | — | — | $273K | 0.7% | |
| Dimensional Fund Advisors Emerging Markets Small Cap | Mutual Funds | — | — | $267K | 0.7% | |
| PIMCO Funds RAE Plus Instl | Mutual Funds | — | — | $228K | 0.6% | |
| Dimensional Fund Advisors International Value | Mutual Funds | — | — | $225K | 0.6% | |
| Alliance Bernstein High Income Z Fund | Common Stocks | — | — | $221K | 0.6% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $212K | 0.6% | |
| BlackRock iShares US Agg Bond Index | Other securities | — | — | $206K | 0.6% | |
| Principal Global Investors Trust Co Lifetime Hybrid Income | Common Stocks | — | — | $147K | 0.4% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 011 | Common Collective Trust | — | — | $147K | 0.4% | |
| Principal Life Insurance Company Janus Henderson Triton N Fund | Mutual Funds | — | — | $132K | 0.4% | |
| PIMCO Funds Global Bond | Mutual Funds | — | — | $126K | 0.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 013 | Common Collective Trust | — | — | $113K | 0.3% | |
| The American Funds Bond Fund of America | Mutual Funds | — | — | $89K | 0.2% | |
| Vanguard Group Inflation-Protection Sec | Mutual Funds | — | — | $38K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 014 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST CITIZENS NATIONAL | 62-0201100 | — | TRUSTEE | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATA, PC | 62-1110839 | — | OTHER SERVICES | $0 | — |
