Brittney Campbell signed Sunmark Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sunmark Credit Union's EIN is 14-1364933.
Download the official 2024 Form 5500 (PDF) for Sunmark Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunmark Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $87K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | 26-4310632 | — | INVESTMENT ADVISORY | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NEW YORK LIFE SV ANCHOR ACCT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $4.6M | 20.0% | |
| PGIM Total Retirement Bond R6 Fund | U.S. Treasuries | — | — | $3.6M | 15.7% | |
| Amundi Pioneer Fundamentl Growth Y FD | Other securities | — | — | $2.3M | 10.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $2.3M | 10.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 8.8% | |
| BNY Mellon Institutional Stock I Fund | Other securities | — | — | $1.8M | 7.6% | |
| Invesco Developing Market Y Fund | Mutual Funds | — | — | $1.7M | 7.3% | |
| American Century Mid-Cap Value R6 Fund | Other securities | — | — | $1.2M | 5.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $739K | 3.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $684K | 3.0% | |
| Participants Participant Loans Rates from 4.25% to 9.50% with Various Maturities - | Bonds / Notes | — | — | $677K | 2.9% | |
| AB LP Small Cap Growth Portfolio K Fund | Other securities | — | — | $666K | 2.9% | |
| MFS Investment Mid-Cap Growth R3 Fund | Mutual Funds | — | — | $558K | 2.4% | |
| PIMCO Income A Fund | Mutual Funds | — | — | $114K | 0.5% | |
| Virtus KAR Small Cap Value I Fund | Other securities | — | — | $61K | 0.3% | |
| (E) | Other securities | — | $10K | $61K | 0.3% | |
| BlackRock Hybrid Bond Institutional Fund | Mutual Funds | — | — | $10K | <0.1% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
