Melissa Jewell signed Centra Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centra Credit Union's EIN is 35-0885381.
Download the official 2024 Form 5500 (PDF) for Centra Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centra 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 |
|---|---|---|---|---|---|
| MEMBERS CAPITAL ADVISORS, INC. | 42-0388260 | — | NONE | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $101K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2030 K | Other securities | — | — | $3.2M | 13.0% | |
| BlackRock LifePath Index 2050 K | Other securities | — | — | $2.8M | 11.3% | |
| Fidelity LargeCap Growth Index | Mutual Funds | — | — | $2.8M | 11.3% | |
| BlackRock LifePath Index 2040 K | Other securities | — | — | $2.5M | 10.0% | |
| Fidelity MidCap Index | Mutual Funds | — | — | $2.0M | 8.0% | |
| Fidelity 500 Index Admiral | Common Collective Trusts | — | — | $1.7M | 6.9% | |
| J.P. Morgan J.P. Morgan Equity Income R6 | Other securities | — | — | $1.6M | 6.2% | |
| BlackRock LifePath Index Retire K | Other securities | — | — | $1.5M | 6.0% | |
| CMFG Stable Value, at contract value | Stable Value | — | — | $1.0M | 4.1% | |
| BlackRock LifePath Index 2045 K | Other securities | — | — | $877K | 3.5% | |
| BlackRock LifePath Index 2055 K | Other securities | — | — | $782K | 3.1% | |
| BlackRock LifePath Index 2060 K | Other securities | — | — | $645K | 2.6% | |
| Fidelity Global Ex US Index | Mutual Funds | — | — | $573K | 2.3% | |
| DFA US Small-Cap I | Mutual Funds | — | — | $518K | 2.1% | |
| DFA International Core Equity I | Mutual Funds | — | — | $502K | 2.0% | |
| Notes Receivable from Participants to 9.25% with various maturities | Bonds / Notes | — | — | $405K | 1.6% | |
| BlackRock LifePath Index 2035 K | Other securities | — | — | $340K | 1.4% | |
| BlackRock LifePath Index 2065 K | Other securities | — | — | $331K | 1.3% | |
| Dodge & Cox Dodge & Cox Income | Mutual Funds | — | — | $233K | 0.9% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $172K | 0.7% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $169K | 0.7% | |
| Fidelity Small Cap Index IP | Mutual Funds | — | — | $127K | 0.5% | |
| PIMCO Real Return Instl | Mutual Funds | — | — | $84K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
