Sheree Hipwell signed Broadview Federal Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Broadview Federal Credit Union's EIN is 14-1338566.
Download the official 2024 Form 5500 (PDF) for Broadview Federal Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Broadview Federal Credit Union's plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
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 | $86K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 105,849 shares Mutual Fund | Common Collective Trusts | — | — | $21.6M | 8.8% | |
| American Funds Target Date Retirement Fund 2035 1,120,945 shares Mutual Fund | Mutual Funds | — | — | $21.3M | 8.7% | |
| American Funds Target Date Retirement Fund 2050 823,970 shares Mutual Fund | Mutual Funds | — | — | $17.2M | 7.0% | |
| American Funds Target Date Retirement Fund 2030 934,597 shares Mutual Fund | Mutual Funds | — | — | $16.2M | 6.6% | |
| American Funds Target Date Retirement Fund 2045 750,731 shares Mutual Fund | Mutual Funds | — | — | $15.9M | 6.5% | |
| . Interest-bearing cash--Vanguard Treasury Fund 14,488,172 shares Money Market Fund | Mutual Funds | — | — | $14.5M | 5.9% | |
| Fidelity Large Cap Growth Index Fund 362,971 shares Mutual Fund | Common Collective Trusts | — | — | $14.2M | 5.8% | |
| American Funds Target Date Retirement Fund 2040 667,879 shares Mutual Fund | Mutual Funds | — | — | $13.7M | 5.6% | |
| JP Morgan Large Cap Growth Fund 135,053 shares Mutual Fund | Other securities | — | — | $11.3M | 4.6% | |
| Vanguard Equity-Income Fund 127,828 shares Mutual Fund | Mutual Funds | — | — | $11.3M | 4.6% | |
| American Funds Target Date Retirement Fund 2055 419,039 shares Mutual Fund | Mutual Funds | — | — | $11.1M | 4.5% | |
| American Funds New World Fund 135,114 shares Mutual Fund | Mutual Funds | — | — | $10.4M | 4.2% | |
| American Funds Target Date Retirement Fund 2025 654,522 shares Mutual Fund | Mutual Funds | — | — | $9.9M | 4.0% | |
| Baird Core Plus Bund Fund 966,803 shares Mutual Fund | Other securities | — | — | $9.7M | 3.9% | |
| American Funds Target Date Retirement Fund 2060 375,445 shares Mutual Fund | Mutual Funds | — | — | $6.7M | 2.7% | |
| Vanguard Total International Bond Index Fund 214,587 shares Mutual Fund | Common Collective Trusts | — | — | $6.3M | 2.6% | |
| Principal Midcap Fund R6 133,023 shares Mutual Fund | Other securities | — | — | $5.9M | 2.4% | |
| Notes receivable from participants 3.25% - 9.50% | Bonds / Notes | — | — | $3.6M | 1.5% | |
| PIMCO Income Institutional Fund 338,815 shares Mutual Fund | Mutual Funds | — | — | $3.6M | 1.5% | |
| Fidelity Mid Cap Index Fund 94,454 shares Mutual Fund | Common Collective Trusts | — | — | $3.2M | 1.3% | |
| American Funds Target Date Retirement Fund 2020 235,060 shares Mutual Fund | Mutual Funds | — | — | $3.2M | 1.3% | |
| Principal Small Cap Growth Fund I 180,543 shares Mutual Fund | Other securities | — | — | $2.7M | 1.1% | |
| Vanguard International Growth Fund 25,183 shares Mutual Fund | Mutual Funds | — | — | $2.6M | 1.0% | |
| American Funds Target Date Retirement Fund 2065 138,863 shares Mutual Fund | Mutual Funds | — | — | $2.4M | 1.0% | |
| Fidelity Small Cap Index Fund 82,774 shares Mutual Fund | Common Collective Trusts | — | — | $2.3M | 0.9% | |
| American Century Small Cap Value Fund 163,599 shares Mutual Fund | Mutual Funds | — | — | $1.7M | 0.7% | |
| Fidelity U.S. Bond Index Fund 107,175 shares Mutual Fund | Common Collective Trusts | — | — | $1.1M | 0.4% | |
| Vanguard Short Term Treasury Index Fund 37,014 shares Mutual Fund | Common Collective Trusts | — | — | $718K | 0.3% | |
| Fidelity International Index Fund 11,712 shares Mutual Fund | Common Collective Trusts | — | — | $557K | 0.2% | |
| American Funds Target Date Retirement Fund 2015 44,322 shares Mutual Fund | Mutual Funds | — | — | $543K | 0.2% | |
| American Funds Target Date Retirement Fund 2010 14,378 shares Mutual Fund | Mutual Funds | — | — | $167K | <0.1% | |
| Cohen & Steers Institutional Realty Shares Fund 37 shares Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| American Funds Target Date Retirement Fund 2070 126 shares Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
