Anne Wiseman signed Forum Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Forum Credit Union's EIN is 35-0779057.
Download the official 2024 Form 5500 (PDF) for Forum Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Forum 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
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 Large Cap Growth Index Fund 236,839 shares | Common Collective Trusts | — | $237K | $9.3M | 14.8% | |
| Vanguard Target Retirement 2030 Fund 168,031 shares | Mutual Funds | — | $168K | $6.4M | 10.2% | |
| Vanguard Equity Income Fund 53,376 shares | Mutual Funds | — | $53K | $4.7M | 7.5% | |
| Vanguard Target Retirement 2045 Fund 135,252 shares | Mutual Funds | — | $135K | $4.0M | 6.4% | |
| Vanguard Target Retirement 2040 Fund 89,135 shares | Mutual Funds | — | $89K | $3.9M | 6.2% | |
| American Funds EuroPacific Growth Fund 66,309 shares | Mutual Funds | — | $66K | $3.6M | 5.7% | |
| Vanguard Target Retirement 2035 Fund 141,142 shares | Mutual Funds | — | $141K | $3.4M | 5.4% | |
| Vanguard Target Retirement 2025 Fund 177,746 shares | Mutual Funds | — | $178K | $3.3M | 5.3% | |
| Vanguard Target Retirement 2055 Fund 50,396 shares | Mutual Funds | — | $50K | $2.8M | 4.5% | |
| Vanguard Target Retirement 2050 Fund 53,933 shares | Mutual Funds | — | $54K | $2.7M | 4.3% | |
| Fidelity 500 Index Fund 12,525 shares | Common Collective Trusts | — | $13K | $2.6M | 4.1% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | $139K | $2.2M | 3.5% | |
| GG FAM CORE PL FI U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275325 / PN 001 | Common Collective Trust | — | $177K | $2.0M | 3.1% | |
| Vanguard Target Retirement 2020 Fund 58,229 shares | Mutual Funds | — | $58K | $1.5M | 2.5% | |
| Vanguard Target Retirement 2060 Fund 27,812 shares | Mutual Funds | — | $28K | $1.4M | 2.3% | |
| Vanguard Explorer Fund 12,934 shares | Mutual Funds | — | $13K | $1.4M | 2.2% | |
| BlackRock Mid Cap Growth Equity Fund 121,602 shares | Other securities | — | $122K | $1.3M | 2.1% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $1.3M | 2.1% | |
| PIMCO Income Fund 83,124 shares | Mutual Funds | — | $83K | $874K | 1.4% | |
| Vanguard Mid Cap Index Fund 2,364 shares | Common Collective Trusts | — | $2K | $773K | 1.2% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | $39K | $707K | 1.1% | |
| Participant Loans Various maturity dates through September 2030; interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $677K | 1.1% | |
| Vanguard Small Cap Index Fund 4,932 shares | Common Collective Trusts | — | $5K | $568K | 0.9% | |
| Vanguard Target Retirement 2065 Fund 16,405 shares | Mutual Funds | — | $16K | $552K | 0.9% | |
| Money Market Funds Vanguard Federal Money Market Fund 375,268 shares | Mutual Funds | — | $375K | $375K | 0.6% | |
| Fidelity Government Income Fund 17,544 shares | Mutual Funds | — | $18K | $158K | 0.3% | |
| Vanguard Target Retirement 2070 Fund 783 shares | Mutual Funds | — | — | $21K | <0.1% | |
| AC SMALL CAP VALUE WILMINGTON TRUST, N.A. · EIN 38-4097325 / PN 488 | 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.
