Credit Saint, LLC's EIN is 26-0839546.
Download the official 2024 Form 5500 (PDF) for Credit Saint, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Credit Saint, LLC'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 | — | GREENWOOD VILLAGE, NJ | RECORDKEEPER | $15K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LEAFHOUSE FINANCIAL ADVISORS LLC | — | AUSTIN, TX | OTHER | $484 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALTIGRO PENSION SERVICES INC | — | FAIRFIELD, NJ | CONTRACT ADMIN | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Instl Prem Mutual Fund | Mutual Funds | — | — | $203K | 17.7% | |
| Fidelity Freedom Index 2060 Instl Prem Mutual Fund | Mutual Funds | — | — | $183K | 15.9% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $173K | 15.1% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $111K | 9.7% | |
| Voya Fixed Account Guaranteed Investment Contract | Stable Value | — | — | $100K | 8.7% | |
| Fidelity Freedom Index 2065 Instl Prem Mutual Fund | Mutual Funds | — | — | $78K | 6.8% | |
| Fidelity Freedom Index 2055 Instl Prem Mutual Fund | Mutual Funds | — | — | $77K | 6.7% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $49K | 4.3% | |
| Notes receivable from participants Bearing interest at 8.75%-10.5% - | Bonds / Notes | — | — | $45K | 3.9% | |
| Fidelity Freedom Index 2050 Instl Prem Mutual Fund | Mutual Funds | — | — | $22K | 1.9% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $20K | 1.7% | |
| MARTIN CURRIE EMERGING MARKETS CIT GREAT GRAY · EIN 82-4565709 / PN 376 | Common Collective Trust | — | — | $19K | 1.7% | |
| Fidelity Advisor Total Bond Z Mutual Fund | Mutual Funds | — | — | $15K | 1.3% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $14K | 1.2% | |
| Fidelity Inflation Protected Bond Index Mutual Fund | Mutual Funds | — | — | $9K | 0.8% | |
| Fidelity Freedom Index 2040 Instl Prem Mutual Fund | Mutual Funds | — | — | $8K | 0.7% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 753 | Common Collective Trust | — | — | $7K | 0.6% | |
| PGIM US Real Estate R6 Mutual Fund | Other securities | — | — | $6K | 0.5% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $3K | 0.3% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $3K | 0.2% | |
| Franklin Small Cap Value Gg Trust CIT Collective Investment Trust | Common Collective Trusts | — | — | $1K | 0.1% | |
| PGIM High-Yield R6 Mutual Fund | Other securities | — | — | $1K | <0.1% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM CORE CONSER BOND FUND CIT FEE GREAT GRAY · EIN 38-7271359 / PN 753 | Common Collective Trust | — | — | $0 | <0.1% |
