Andrea OM signed Citizens Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Citizens Bank's EIN is 93-0462799.
Download the official 2024 Form 5500 (PDF) for Citizens Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Citizens 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 ADMINISTRATOR | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.8M | 9.9% | |
| Company (Principal) The Vanguard Group, Inc. Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $2.7M | 9.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.3M | 8.0% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Blue Chip Growth I Fund | Common Stocks | — | — | $2.0M | 7.2% | |
| Co. American Funds New World Prospective | Mutual Funds | — | — | $1.7M | 6.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.7M | 6.1% | |
| Principal Guaranteed Investment Contract | Stable Value | — | — | $1.4M | 5.0% | |
| Columbia Threadneedle Columbia Dividend Income I3 Fund | Other securities | — | — | $1.3M | 4.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.1M | 4.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.1M | 3.8% | |
| Pacific Investment Management PIMCO Income Institutional Fund | Mutual Funds | — | — | $971K | 3.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $937K | 3.3% | |
| Capital Research and Mgmt. Co. American Funds Growth Fund of America R6 Fund | Mutual Funds | — | — | $894K | 3.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $851K | 3.0% | |
| Co. American Funds Balanced Fund | Mutual Funds | — | — | $699K | 2.5% | |
| Carillon Family of Funds Carillon Eagle Mid Cap Growth R6 Fund | Other securities | — | — | $671K | 2.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $653K | 2.3% | |
| J.P. Morgan Asset Management Fund | Other securities | — | — | $578K | 2.0% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $525K | 1.9% | |
| Fidelity Management Trust Fidelity Mid Cap Index Premium Fund | Mutual Funds | — | — | $459K | 1.6% | |
| Company Janus Henderson Janus Triton Fund | Mutual Funds | — | — | $441K | 1.6% | |
| Vanguard Total Stock Market Index Admiral Fund | Common Collective Trusts | — | — | $396K | 1.4% | |
| Vanguard Midcap Growth Index Admiral Fund | Mutual Funds | — | — | $392K | 1.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $386K | 1.4% | |
| Co. American Funds Fundamental Investors R6 Fund | Mutual Funds | — | — | $349K | 1.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $333K | 1.2% | |
| Prudential Insurance PGIM Total Return Bond Fund | Other securities | — | — | $230K | 0.8% | |
| Participant loans Notes receivable from participants, with maturity ** dates ranging from September 2025 to October 2029 and interest rates of 5.25% to 10.50% | Bonds / Notes | — | — | $213K | 0.8% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $128K | 0.5% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $15K | <0.1% | |
| (E) | Other securities | — | — | $15K | <0.1% | |
| (E) | Other securities | — | — | $6K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $6K | <0.1% |
