Melissa Evans signed Hudson Valley Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hudson Valley Credit Union's EIN is 14-1471439.
Download the official 2024 Form 5500 (PDF) for Hudson Valley Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hudson Valley 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 | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUDSON VALLEY CREDIT UNION | 14-1471430 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Janus Henderson Balanced T Fund | Mutual Funds | — | — | $23.6M | 25.2% | |
| Legg Mason ClearBridge Large Cap Gr A Fund | Other securities | — | — | $11.9M | 12.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $8.7M | 9.3% | |
| Capital Research and Mgmt Co American Funds New Perspective Fund Class R6 | Mutual Funds | — | — | $6.6M | 7.0% | |
| Principal Trust Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $4.9M | 5.2% | |
| T. Rowe Price Mid-Cap Growth Fund | Other securities | — | — | $4.7M | 5.0% | |
| American Century Investment Equity Income Investment I Fund | Other securities | — | — | $4.1M | 4.4% | |
| Principal Small Cap S&P 600 Index Investment Fund R6 | Other securities | — | — | $3.8M | 4.1% | |
| Capital Research and Mgmt Co American Funds Washington Mutual Investor R6 Fund | Mutual Funds | — | — | $3.8M | 4.0% | |
| Fidelity Global ex US Index Fund | Common Collective Trusts | — | — | $3.7M | 4.0% | |
| Principal Mid-Cap S&P 400 Index Investment Fund R6 | Other securities | — | — | $3.3M | 3.5% | |
| Metropolitan Management Metro West Total Return Bond I Fund | Other securities | — | — | $3.1M | 3.3% | |
| Participants Participant Loans Rates from 5.25% to 10.50% with Various Maturity - | Bonds / Notes | — | — | $2.4M | 2.6% | |
| Emerald Growth Fund | Other securities | — | — | $2.1M | 2.2% | |
| Vaughan Nelson/LA Capital/ H&W Small Cap Value II Inst Fund | Other securities | — | — | $1.8M | 1.9% | |
| American Century Investment Mid-Cap Value R6 | Other securities | — | — | $1.4M | 1.5% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $1.4M | 1.5% | |
| Principal Real Estate Securities Investment Fund R6 | Other securities | — | — | $1.4M | 1.5% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $647K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
