Metro Credit Union's EIN is 04-1695745.
Download the official 2024 Form 5500 (PDF) for Metro Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Metro Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | RECORDKEEPER | $17K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 7,033 Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $3.8M | 9.8% | |
| MFS Funds 260,271 MFS Lifetime 2025 R3 | Mutual Funds | — | — | $3.4M | 8.6% | |
| MFS Funds 186,112 MFS Lifetime 2035 R3 | Mutual Funds | — | — | $3.2M | 8.3% | |
| MFS Funds 136,365 MFS Lifetime 2050 R3 | Mutual Funds | — | — | $3.1M | 8.0% | |
| MFS Funds 175,370 MFS Lifetime 2030 R3 | Mutual Funds | — | — | $2.7M | 7.0% | |
| MFS Funds 139,741 MFS Lifetime 2045 R3 | Mutual Funds | — | — | $2.7M | 6.9% | |
| MFS Funds 134,879 MFS Lifetime 2040 R3 | Mutual Funds | — | — | $2.6M | 6.7% | |
| New York Life Investment 209,872 NYLI Winslow Large Cap Growth R6 | Other securities | — | — | $2.5M | 6.5% | |
| MFS Funds 40,418 MFS Mid Cap Growth R6 | Mutual Funds | — | — | $1.3M | 3.3% | |
| MFS Funds 73,228 MFS Lifetime 2060 R3 | Mutual Funds | — | — | $1.2M | 3.0% | |
| Janus Funds 42,541 Janus Henderson Triton I | Mutual Funds | — | — | $1.2M | 3.0% | |
| MFS Funds 51,738 MFS Lifetime 2055 R3 | Mutual Funds | — | — | $1.0M | 2.7% | |
| MFS Funds 75,389 MFS Lifetime Income R3 | Mutual Funds | — | — | $909K | 2.3% | |
| Participant loans to participants at a reasonable rate of interest fixed at the time the loan is made, interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $879K | 2.3% | |
| American Funds 14,393 American Funds Europacific Gr R6 | Mutual Funds | — | — | $773K | 2.0% | |
| American Funds 10,918 American Funds Capital World G/I R6 | Mutual Funds | — | — | $694K | 1.8% | |
| Allspring 14,222 Allspring Special Mid Cap Value R6 | Other securities | — | — | $680K | 1.7% | |
| MFS Funds 35,728 MFS Total Return R6 | Mutual Funds | — | — | $675K | 1.7% | |
| Dodge & Cox Funds 52,832 Dodge & Cox Income - I | Mutual Funds | — | — | $654K | 1.7% | |
| MFS Funds 12,283 MFS Value R6 | Mutual Funds | — | — | $594K | 1.5% | |
| PIMCO 53,321 Pimco Income Instl | Mutual Funds | — | — | $561K | 1.4% | |
| MFS Funds 62,327 MFS Government Securities R6 | Mutual Funds | — | — | $527K | 1.4% | |
| Vanguard 4,400 Vanguard Small Cap Index Adm | Mutual Funds | — | — | $507K | 1.3% | |
| Vanguard 1,319 Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $431K | 1.1% | |
| Dimensional Fund Advisors 11,321 DFA Us Targeted Value I | Mutual Funds | — | — | $389K | 1.0% | |
| American Funds 3,001 American Funds New World R6 | Mutual Funds | — | — | $231K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CLEVELAND, OH |
| OTHER |
| $11K |
| — |
