BETH Walton signed Diamond Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Diamond Credit Union's EIN is 23-1320654.
Download the official 2024 Form 5500 (PDF) for Diamond Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Diamond Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $5.7M | 14.3% | |
| Insurance Company Group Annuity Contract MassMutual SAGIC Diversified Bond II | Common Stocks | — | — | $4.8M | 12.0% | |
| MassMutual Life Insurance Co. MM S&P 500 Indx Fund | Common Collective Trusts | — | — | $4.7M | 11.8% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $3.3M | 8.4% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $3.2M | 8.0% | |
| Fidelity Advisor Total Bond Fund | Mutual Funds | — | — | $2.7M | 6.8% | |
| IShares Rsl 2000 Mid Cap Index Fund | Common Collective Trusts | — | — | $2.1M | 5.2% | |
| Registered Investment Companies American Funds American Funds AMCAP Fund | Mutual Funds | — | — | $2.0M | 5.0% | |
| MFS Investment Management MFS Value Fund | Mutual Funds | — | — | $1.5M | 3.8% | |
| MassMutual Life Insurance Co. MM Blue Chip Growth Fund | Common Stocks | — | — | $1.2M | 3.1% | |
| MassMutual Life Insurance Co. High Yield Fund | Common Stocks | — | — | $1.1M | 2.8% | |
| The Hartford Equity Income Fund | Other securities | — | — | $834K | 2.1% | |
| PIMCO Funds PIMCO Income Fund | Mutual Funds | — | — | $742K | 1.9% | |
| MassMutual Life Insurance Co. MM Small Cap Opportunity | Common Stocks | — | — | $676K | 1.7% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $673K | 1.7% | |
| Invesco Intl Diversified Fund | Mutual Funds | — | — | $623K | 1.6% | |
| The Hartford International Opp Fund | Other securities | — | — | $557K | 1.4% | |
| IShares Rsl 2000 Sm Cap Index Fund | Common Collective Trusts | — | — | $552K | 1.4% | |
| IShares MSCI EAFE Intl Index Fund | Common Collective Trusts | — | — | $549K | 1.4% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $494K | 1.2% | |
| Participant Loans 4.25% to 9.50% | Bonds / Notes | — | — | $494K | 1.2% | |
| Great Gray Trust Company Index Select Moderate Retirement | Common Stocks | — | — | $317K | 0.8% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $317K | 0.8% | |
| MassMutual Life Insurance Co. Mid Cap Growth Fund | Common Stocks | — | — | $212K | 0.5% | |
| Allspring Spec Mid Cap Val Fund | Other securities | — | — | $194K | 0.5% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $160K | 0.4% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $138K | 0.3% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $68K | 0.2% | |
| Great Gray Trust Company Index Select Aggressive Retirement | Common Stocks | — | — | $64K | 0.2% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $64K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $27K | <0.1% | |
| Great Gray Trust Company Index Select Conservative Retirement | Common Stocks | — | — | $26K | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $26K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
