Gennaro Cicalese signed Suffolk Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Suffolk Credit Union's EIN is 11-2200411.
Download the official 2024 Form 5500 (PDF) for Suffolk Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Suffolk Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | NONE | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | NONE | $39K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Lifepath 2030 K | Other securities | — | $113K | $1.9M | 12.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $9K | $1.9M | 11.6% | |
| BlackRock Lifepath Index Retirement Fund Class K | Other securities | — | $102K | $1.4M | 8.8% | |
| BlackRock Lifepath 2050 K | Other securities | — | $59K | $1.4M | 8.6% | |
| Principal Blue Chip Fund Class R6 | Other securities | — | $29K | $1.3M | 8.3% | |
| BlackRock Lifepath 2040 K | Other securities | — | $48K | $972K | 6.1% | |
| BlackRock Lifepath 2035 K | Other securities | — | $41K | $782K | 4.9% | |
| Vanguard Equity Income Fund Admiral Shares | Mutual Funds | — | $8K | $726K | 4.5% | |
| BlackRock Lifepath 2045 K | Other securities | — | $32K | $709K | 4.4% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | $62K | $633K | 4.0% | |
| BlackRock Lifepath 2055 K | Other securities | — | $24K | $576K | 3.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | $16K | $548K | 3.4% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | $18K | $540K | 3.4% | |
| with maturities through 2037 | Other securities | — | — | $361K | 2.3% | |
| DEFERRED ANNUITY CONTRACT * CMFG Stable Value Fund (201) | Stable Value | — | $15K | $348K | 2.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | $7K | $334K | 2.1% | |
| BlackRock Lifepath 2060 K | Other securities | — | $12K | $260K | 1.6% | |
| BlackRock Lifepath 2065 K | Other securities | — | $15K | $223K | 1.4% | |
| BlackRock Strategic Income Opps K | Other securities | — | $18K | $168K | 1.0% | |
| Schwab Government Money Fund - Investor Shares | Mutual Funds | — | $114K | $114K | 0.7% | |
| S DFA Global Equity Portfolio Institutional | Mutual Funds | — | $3K | $105K | 0.7% | |
| Fidelity Total Bond K6 | Mutual Funds | — | $11K | $91K | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | $3K | $90K | 0.6% | |
| Putnam Small Cap Growth R6 646 | Mutual Funds | — | — | $51K | 0.3% | |
| MFS Mid Cap Value Fund Class R6 766 | Mutual Funds | — | — | $24K | 0.2% | |
| MFS International Diversification Fund Class R6 668 | Mutual Funds | — | — | $15K | <0.1% | |
| Janus Henderson Enterprise Fund N 94 | Mutual Funds | — | — | $14K | <0.1% | |
| AllSpring Specal Small Cap R6 26 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $5K |
| — |
