Navigant Credit Union's EIN is 05-0125860.
Download the official 2024 Form 5500 (PDF) for Navigant Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Navigant 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 |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $165K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard shares of Target Retirement Income Fund | Mutual Funds | — | — | $7.4M | 12.6% | |
| Vanguard shares of Total Bond Market Index (Admiral) | Mutual Funds | — | — | $6.9M | 11.8% | |
| Vanguard shares of Target Retirement 2020 | Mutual Funds | — | — | $4.9M | 8.4% | |
| Vanguard shares of Target Retirement 2030 | Mutual Funds | — | — | $4.9M | 8.3% | |
| American Funds shares of Europacific Growth (A) | Mutual Funds | — | — | $4.4M | 7.5% | |
| Macquarie shares of Macquarie Mid Cap Growth (A) | Other securities | — | — | $3.9M | 6.7% | |
| Vanguard shares of 500 Index Fund (Admiral) | Common Collective Trusts | — | — | $3.8M | 6.5% | |
| Vanguard shares of Total International Stock Index (Admiral) | Mutual Funds | — | — | $2.9M | 4.9% | |
| Vanguard shares of Target Retirement 2040 | Mutual Funds | — | — | $2.8M | 4.8% | |
| Fidelity Funds shares of Fidelity Advisor Small Cap Growth Fund (A) | Mutual Funds | — | — | $2.0M | 3.3% | |
| American Funds shares of Small Cap World Fund (A) | Mutual Funds | — | — | $1.7M | 2.9% | |
| Columbia Funds shares of Dividend Income Fund (A) | Other securities | — | — | $1.6M | 2.7% | |
| Pioneer Funds shares of Strategic Income Fund (A) | Other securities | — | — | $1.6M | 2.7% | |
| Victory shares of Sycamore Established Value Fund (A) | Other securities | — | — | $1.6M | 2.7% | |
| Virtus Funds shares of Zevenbergen Technology Fund (A) | Other securities | — | — | $1.3M | 2.2% | |
| John Hancock Funds shares of Bond Fund (R2) | Other securities | — | — | $1.2M | 2.1% | |
| Franklin Templeton shares of Franklin Small Cap Value (R) | Mutual Funds | — | — | $1.1M | 1.9% | |
| JP Morgan Funds shares of Large Cap Growth (A) | Other securities | — | — | $1.1M | 1.9% | |
| INVESCO Funds Premier US Government Money Portfolio | Mutual Funds | — | — | $869K | 1.5% | |
| Navigant Credit Union Money Market Account | Cash / Money Market | — | — | $869K | 1.5% | |
| INVESCO Funds Government Cash Reserve | Mutual Funds | — | — | $812K | 1.4% | |
| Vanguard shares of Target Retirement 2060 | Mutual Funds | — | — | $749K | 1.3% | |
| Vanguard shares of Target Retirement 2050 | Mutual Funds | — | — | $642K | 1.1% | |
| Fidelity Funds Government Money Market - Daily Fund | Mutual Funds | — | — | $180K | 0.3% | |
| Vanguard shares of Target Retirement 2070 | Mutual Funds | — | — | $154K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
