Heather Morgan signed Citadel Federal Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Citadel Federal Credit Union's EIN is 23-1357102.
Download the official 2024 Form 5500 (PDF) for Citadel Federal Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Citadel Federal Credit Union's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA), a self-directed brokerage window.
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 | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR/INVESTMENT ADV | $41K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity FID FREEDOM BLD 2035 PR | Mutual Funds | — | — | $11.4M | 13.5% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $8.1M | 9.6% | |
| Fidelity FID FREEDOM BLD 2040 PR | Mutual Funds | — | — | $6.9M | 8.1% | |
| Fidelity FID FREEDOM BLD 2045 PR | Mutual Funds | — | — | $6.8M | 8.1% | |
| Fidelity FID FREEDOM BLD 2050 PR | Mutual Funds | — | — | $5.2M | 6.2% | |
| Fidelity FID FREEDOM BLD 2030 PR | Mutual Funds | — | — | $5.1M | 6.0% | |
| Fidelity FID GROWTH DISC K | Mutual Funds | — | — | $4.5M | 5.3% | |
| Fidelity FID CONTRAFUND K6 | Mutual Funds | — | — | $4.4M | 5.2% | |
| Fidelity FID FREEDOM BLD 2020 PR | Mutual Funds | — | — | $4.0M | 4.7% | |
| Fidelity FID FREEDOM BLD 2055 PR | Mutual Funds | — | — | $3.5M | 4.1% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $2.3M | 2.8% | |
| Fidelity FID FREEDOM BLD 2025 PR | Mutual Funds | — | — | $2.2M | 2.6% | |
| Fidelity FID EXTD MKT IDX | Common Collective Trusts | — | — | $1.8M | 2.1% | |
| Fidelity FID INTL DISCOVERY K6 | Mutual Funds | — | — | $1.6M | 1.9% | |
| Fidelity FID VALUE K | Mutual Funds | — | — | $1.6M | 1.9% | |
| Fidelity FID FREEDOM BLD 2060 PR | Mutual Funds | — | — | $1.5M | 1.8% | |
| Janus Henderson J H ENTERPRISE N | Mutual Funds | — | — | $1.5M | 1.7% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $1.3M | 1.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.1M | 1.3% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $1.1M | 1.3% | |
| Fidelity FID STRATEGIC INCOME | Mutual Funds | — | — | $1.0M | 1.2% | |
| PIMCO PIM TOTAL RT INST | Mutual Funds | — | — | $1.0M | 1.2% | |
| Fidelity FID EMERGING MKTS K | Mutual Funds | — | — | $1.0M | 1.2% | |
| Loomis Sayles LOOMIS SM CP GRTH N | Other securities | — | — | $932K | 1.1% | |
| JP Morgan JPM US SMALL CO R6 | Common Stocks | — | — | $644K | 0.8% | |
| Columbia COL SM CAP VAL II I3 | Other securities | — | — | $635K | 0.8% | |
| Fidelity FID BALANCED K6 | Mutual Funds | — | — | $627K | 0.7% | |
| Vanguard VANG WELLESLEY ADM | Mutual Funds | — | — | $581K | 0.7% | |
| Fidelity FID CAPITAL & INCOME | Mutual Funds | — | — | $566K | 0.7% | |
| Fidelity FID FREEDOM BLD 2065 PR | Mutual Funds | — | — | $379K | 0.5% | |
| Fidelity GOVT INCOME | Mutual Funds | — | — | $295K | 0.4% | |
| Fidelity FID FREEDOM BLD 2010 PR | Mutual Funds | — | — | $246K | 0.3% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $156K | 0.2% | |
| Vanguard VANG GNMA ADM | Agency / Mortgage-Backed | — | — | $109K | 0.1% | |
| Fidelity FID FREEDOM BLD INC PR | Mutual Funds | — | — | $95K | 0.1% | |
| Vanguard VANG INFL PROT ADM | Mutual Funds | — | — | $68K | <0.1% | |
| Fidelity FID FREEDOM BLD 2015 PR | Mutual Funds | — | — | $55K | <0.1% | |
| Franklin Templeton FRANKLIN INCOME R6 | Mutual Funds | — | — | $45K | <0.1% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $28K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
