Lauren Todd signed Jeanne DARC Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jeanne DARC Credit Union's EIN is 04-1231965.
Download the official 2024 Form 5500 (PDF) for Jeanne DARC Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jeanne DARC Credit Union's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $207 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund K6 | Mutual Funds | — | — | $4.9M | 12.8% | |
| Fidelity Freedom 2030 Fund - Class K | Mutual Funds | — | — | $3.9M | 10.1% | |
| Fidelity 500 Index Fund - Premium Class | Common Collective Trusts | — | — | $3.5M | 9.1% | |
| Janus Henderson Enterprise I | Mutual Funds | — | — | $3.5M | 9.0% | |
| Fidelity Freedom 2035 Fund - Class K | Mutual Funds | — | — | $2.6M | 6.9% | |
| Fidelity Freedom 2045 Fund - Class K | Mutual Funds | — | — | $2.5M | 6.6% | |
| Fidelity Freedom 2055 Fund - Class K | Mutual Funds | — | — | $2.2M | 5.8% | |
| Fidelity Freedom 2050 Fund - Class K | Mutual Funds | — | — | $1.8M | 4.7% | |
| Fidelity International Discovery - Class K | Mutual Funds | — | — | $1.7M | 4.4% | |
| Fidelity Freedom 2040 Fund - Class K | Mutual Funds | — | — | $1.6M | 4.3% | |
| Fidelity Freedom 2025 Fund - Class K | Mutual Funds | — | — | $1.6M | 4.1% | |
| MFS Value R4 | Mutual Funds | — | — | $1.1M | 2.9% | |
| Fidelity Freedom 2020 Fund - Class K | Mutual Funds | — | — | $1.1M | 2.9% | |
| Fidelity Extended Market Index Fund - Premium Class | Common Collective Trusts | — | — | $898K | 2.3% | |
| Fidelity Freedom 2060 Fund - Class K | Mutual Funds | — | — | $807K | 2.1% | |
| Glenmede Small Cap Equity Portfolio Class Advisor | Other securities | — | — | $791K | 2.1% | |
| Notes receivable from participants | Other securities | — | — | $733K | 1.9% | |
| Fidelity Total Bond K6 - Premium Class | Mutual Funds | — | — | $703K | 1.8% | |
| Fidelity Government Money Market K6 | Mutual Funds | — | — | $699K | 1.8% | |
| Fidelity Freedom 2065 Fund - Class K | Mutual Funds | — | — | $364K | 0.9% | |
| Fidelity U.S. Bond Index Fund - Premium Class | Common Collective Trusts | — | — | $286K | 0.7% | |
| Fidelity International Index Fund - Premium Class | Common Collective Trusts | — | — | $285K | 0.7% | |
| Federated Short-Term Income Fund Service Shares | Other securities | — | — | $228K | 0.6% | |
| Neuberger Berman High Income Bond Fund Institutional Class | Other securities | — | — | $204K | 0.5% | |
| JPM MID CAP VALUE R5 | Other securities | — | — | $169K | 0.4% | |
| Fidelity Freedom 2015 Fund - Class K | Mutual Funds | — | — | $88K | 0.2% | |
| Fidelity Freedom 2010 Fund - Class K | Mutual Funds | — | — | $49K | 0.1% | |
| Fidelity Freedom Income Fund - Class K | Mutual Funds | — | — | $753 | <0.1% | |
| Fidelity Freedom 2070 Fund - Class K | Mutual Funds | — | — | $292 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
