Clarinda Foote signed The Citizens Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Citizens Bank's EIN is 71-0258539.
Download the official 2024 Form 5500 (PDF) for The Citizens Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Citizens Bank's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $49K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.2M | 13.7% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $2.2M | 13.7% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $1.9M | 11.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.9M | 11.4% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $1.7M | 10.3% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.7M | 10.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.6M | 10.0% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $1.6M | 10.0% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $1.5M | 9.2% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.5M | 9.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.2M | 7.5% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $1.2M | 7.5% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $1.1M | 6.6% | |
| Principal Life Insurance Company | Common Stocks | — | — | $882K | 5.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $723K | 4.5% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $723K | 4.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $701K | 4.3% | |
| Principal Life Insurance Company | Common Stocks | — | — | $701K | 4.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $461K | 2.8% | |
| Vanguard Group | Mutual Funds | — | — | $461K | 2.8% | |
| Western Asset Management Co. | Common Stocks | — | — | $375K | 2.3% | |
| Principal Life Insurance Company | Common Stocks | — | — | $320K | 2.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $320K | 2.0% | |
| Vanguard Group | Mutual Funds | — | — | $224K | 1.4% | |
| Federated | Other securities | — | — | $220K | 1.4% | |
| Principal Life Insurance Company | Common Stocks | — | — | $196K | 1.2% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $193K | 1.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $193K | 1.2% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $168K | 1.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $168K | 1.0% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $158K | 1.0% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $158K | 1.0% | |
| Vanguard Group | Mutual Funds | — | — | $145K | 0.9% | |
| The American Funds | Mutual Funds | — | — | $112K | 0.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $106K | 0.7% | |
| Principal Life Insurance Company | Common Stocks | — | — | $106K | 0.7% | |
| BlackRock | Other securities | — | — | $89K | 0.5% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $89K | 0.5% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $4K | <0.1% | |
| Participant Loans | Participant loans | — | — | $312 | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $312 | <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 |
|---|---|---|---|---|---|
| HOGAN TAYLOR LLP | 73-1413977 | — | ACCOUNTANT | $17K | — |
