Nancy Engelmann signed Everwise Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Everwise Credit Union's EIN is 35-0702986.
Download the official 2024 Form 5500 (PDF) for Everwise Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Everwise 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 | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEMBERS CAPITAL ADVISORS, INC | 42-0388260 | — | INVESTMENT ADVISORY | $63K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s *Principal Large Cap S&P 500 Index Separate Account-NE 142,882 shares | Pooled Separate Accounts | — | $143K | $21.3M | 22.6% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $21.3M | 22.6% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | $684K | $7.4M | 7.8% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | $487K | $7.0M | 7.4% | |
| Fidelity 500 Index Fund 30,983 shares | Common Collective Trusts | — | $31K | $6.3M | 6.7% | |
| T ROWE PRICE RET 2045 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | $149K | $5.6M | 6.0% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | $505K | $5.5M | 5.9% | |
| T ROWE PRICE RET 2050 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | $136K | $5.2M | 5.5% | |
| Insurance Company *Principal Guaranteed Option 2.85% | Bonds / Notes | — | — | $4.8M | 5.1% | |
| Principal Mid Cap S&P 400 Index Separate Account-NE 37,205 shares | Pooled Separate Accounts | — | $37K | $4.1M | 4.4% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $4.1M | 4.4% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | $320K | $3.9M | 4.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $34K | $3.7M | 3.9% | |
| Fidelity Large Cap Growth Index Fund 77,122 shares | Common Collective Trusts | — | $77K | $3.0M | 3.2% | |
| T ROWE PRICE RET 2055 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | $61K | $2.3M | 2.4% | |
| T ROWE PRICE RET 2060 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | $90K | $2.1M | 2.3% | |
| T ROWE PRICE RET 2035 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | $58K | $2.0M | 2.1% | |
| Notes Receivable From Participants Various maturity dates through 2051; interest rates from 4.25% - 9.50% | Bonds / Notes | — | — | $1.7M | 1.8% | |
| T ROWE PRICE RET 2025 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | $55K | $1.6M | 1.7% | |
| Fidelity Mid Cap Index Fund 41,109 shares | Common Collective Trusts | — | $41K | $1.4M | 1.5% | |
| T ROWE PRICE RET 2065 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | $69K | $1.0M | 1.1% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | $23K | $486K | 0.5% | |
| Fidelity Global ex US Index Fund 30,471 shares | Common Collective Trusts | — | $30K | $439K | 0.5% | |
| DFA International Core Equity Portfolio 27,154 shares | Mutual Funds | — | $27K | $419K | 0.4% | |
| Fidelity Small Cap Index Fund 14,220 shares | Common Collective Trusts | — | $14K | $394K | 0.4% | |
| T ROWE PRICE RET 2030 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | $12K | $392K | 0.4% | |
| Dodge & Cox Income Fund 29,960 shares | Mutual Funds | — | $30K | $371K | 0.4% | |
| Vangaurd Real Estate Index Fund 2,928 shares | Common Collective Trusts | — | $3K | $370K | 0.4% | |
| Invesco Discovery Fund 2,828 shares | Mutual Funds | — | $3K | $355K | 0.4% | |
| Fidelity US Bond Index 31,897 shares | Mutual Funds | — | $32K | $326K | 0.3% | |
| PIMCO Real Return Fund 25,503 shares | Mutual Funds | — | $26K | $254K | 0.3% | |
| FRANKLN SMALL CAP VALUE GG R GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | $10K | $225K | 0.2% | |
| T ROWE PRICE RET 2040 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | $5K | $188K | 0.2% | |
| T ROWE PRICE RET 2015 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | CONTRACT ADMINISTRATOR | $95K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
