Arezu Phung signed American First Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American First Credit Union's EIN is 33-0358683.
Download the official 2024 Form 5500 (PDF) for American First Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American First 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 | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Washington Mutual Investors Funds American Funds Washington Mutual Investors Funds | Mutual Funds | — | — | $4.5M | 16.8% | |
| MassMutual Blue Chip Growth Fund Inc MassMutual Blue Chip Growth Fund Inc | Common Stocks | — | — | $4.2M | 15.8% | |
| Fidelity 500 Index Fund Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.5M | 9.5% | |
| METLIFE STABLE VALUE SOL J FD GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $2.0M | 7.4% | |
| Vanguard Target Retirement 2025 Fund Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.8M | 6.7% | |
| MFS Mid Cap Value Fund MFS Mid Cap Value Fund | Mutual Funds | — | — | $1.7M | 6.4% | |
| American Fund EuroPacific Growth Fund American Fund EuroPacific Growth Fund | Other securities | — | — | $1.4M | 5.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.0M | 3.8% | |
| Pioneer Bond K Fund Pioneer Bond K Fund | Other securities | — | — | $952K | 3.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $853K | 3.2% | |
| T. Rowe Price Mid-Cap Growth Fund Inc T. Rowe Price Mid-Cap Growth Fund Inc | Common Stocks | — | — | $703K | 2.6% | |
| Fidelity Mid Cap Index Fund Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $547K | 2.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $539K | 2.0% | |
| Fidelity Small Cap Index Fund Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $445K | 1.7% | |
| Vanguard Target Retirement 2035 Fund Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $424K | 1.6% | |
| Vanguard Target Retirement 2050 Fund Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $420K | 1.6% | |
| PIMCO income Institutional Fd PIMCO income Institutional Fd | Mutual Funds | — | — | $300K | 1.1% | |
| Macquarie Small Cap Growth Fund Macquarie Small Cap Growth Fund | Other securities | — | — | $295K | 1.1% | |
| Participant loans Interest at rates ranging from 4.25% to 9.5% -0- | Bonds / Notes | — | — | $287K | 1.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $272K | 1.0% | |
| Vanguard Inflation-Protected Securities Fund Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $257K | 1.0% | |
| American Funds New World Fund Inc American Funds New World Fund Inc | Mutual Funds | — | — | $224K | 0.8% | |
| Vanguard Target Retirement 2020 Fund Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $224K | 0.8% | |
| American Beacon Small cap value Fund American Beacon Small cap value Fund | Other securities | — | — | $184K | 0.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $153K | 0.6% | |
| Vanguard Target Retirement 2060 Fund Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $104K | 0.4% | |
| Vanguard Target retirement Income Fund Vanguard Target retirement Income Fund | Mutual Funds | — | — | $98K | 0.4% | |
| (E) | Other securities | — | — | $98K | 0.4% | |
| Hartford International Opportunities Fund Hartford International Opportunities Fund | Other securities | — | — | $83K | 0.3% | |
| Fidelity US Bond Index Fund Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $83K | 0.3% | |
| Fidelity Total International Index Fund Fidelity Total International Index Fund | Common Collective Trusts | — | — | $40K | 0.1% | |
| Cohen & Steers Real Estate Securities Fund Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $35K | 0.1% | |
| (E) | Other securities | — | — | $35K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
