Jamieellen Moncecchi signed Greylock Federal Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Greylock Federal Credit Union's EIN is 04-2230576.
Download the official 2024 Form 5500 (PDF) for Greylock Federal Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Greylock Federal Credit Union's plan includes money-purchase contributions, ERISA 404(c) participant direction, 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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL STABLE VAL PREF FD PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $5.4M | 15.6% | |
| Fidelity Adv Intl Cap App I Fd | Mutual Funds | — | — | $4.7M | 13.6% | |
| PRIN CORE FIX INC SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $4.3M | 12.3% | |
| Franklin Small Cap Value R6 Fd | Mutual Funds | — | — | $4.3M | 12.3% | |
| COHEN & STEERS I REALTY SH FD | Other securities | — | — | $4.0M | 11.4% | |
| COLUMBIA DIV INCOME I FUND | Other securities | — | — | $3.9M | 11.2% | |
| PRIN LGCAP S&P 500 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.4M | 6.9% | |
| FIDELITY ADV EQ GROWTH A FUND | Mutual Funds | — | — | $2.4M | 6.9% | |
| Carillon Eagle MidCaGwth R6 Fd | Other securities | — | — | $1.6M | 4.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.2M | 3.4% | |
| Loomis Sayles Glo Bnd Inst Fnd | Other securities | — | — | $1.2M | 3.4% | |
| DFA Infl Protected Sec I Fund | Mutual Funds | — | — | $1.1M | 3.1% | |
| Fidelity Adv Tech Z Fund | Mutual Funds | — | — | $1.0M | 3.0% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $1.0M | 2.9% | |
| PRIN SMALLCAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $1.0M | 2.9% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $953K | 2.8% | |
| Prin SmallCap Growth I SA-I2 | Common Stocks | — | — | $862K | 2.5% | |
| PIMCO Long Dur Ttl Ret I-2 Fd | Mutual Funds | — | — | $816K | 2.4% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | — | $482K | 1.4% | |
| Prin LgCap S&P 500 Index SA-I3 | Common Collective Trusts | — | — | $422K | 1.2% | |
| Prin Core Fix Inc Sep Acct-I3 | Pooled Separate Accounts | — | — | $377K | 1.1% | |
| PGIM High Yield R6 Fund | Other securities | — | — | $82K | 0.2% | |
| MFS Moderate Allocation R6 Fd | Mutual Funds | — | — | $56K | 0.2% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |
