Jim Henning signed Interra Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Interra Credit Union's EIN is 35-1082578.
Download the official 2024 Form 5500 (PDF) for Interra Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Interra 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 | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $71K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index 23,954 Shares | Common Collective Trusts | — | — | $4.9M | 12.8% | |
| Fidelity Large Cap Growth IDX 121,489 Shares | Common Collective Trusts | — | — | $4.8M | 12.4% | |
| JP Morgan Equity Income R6 153,216 Shares | Other securities | — | — | $3.7M | 9.6% | |
| BlackRock Lifepath 2040 K 166,970 Shares | Other securities | — | — | $3.4M | 8.9% | |
| BlackRock Lifepath 2050 K 131,699 Shares | Other securities | — | — | $3.1M | 8.0% | |
| BlackRock Lifepath 2045 K 124,463 Shares | Other securities | — | — | $2.8M | 7.2% | |
| BlackRock Lifepath 2035 K 125,389 Shares | Other securities | — | — | $2.4M | 6.2% | |
| BlackRock Lifepath 2055 K 87,462 Shares | Other securities | — | — | $2.1M | 5.5% | |
| BlackRock Lifepath Ret K 117,400 Shares | Mutual Funds | — | — | $1.6M | 4.2% | |
| BlackRock Lifepath 2060 K 61,014 Shares | Other securities | — | — | $1.3M | 3.4% | |
| Investment Contract With Insurance CMFG Life Insurance Company Guaranteed Interest Account 104,334 Units | Common Stocks | — | — | $1.3M | 3.3% | |
| DFA International Core Equity Class I 77,640 Shares | Mutual Funds | — | — | $1.2M | 3.1% | |
| Dodge & Cox Income Fund 75,740 Shares | Mutual Funds | — | — | $938K | 2.5% | |
| Fidelity Mid Cap Index 26,040 Shares | Mutual Funds | — | — | $879K | 2.3% | |
| DFA US Small Cap I 16,537 Shares | Mutual Funds | — | — | $809K | 2.1% | |
| BlackRock Lifepath 2030 K 36,760 Shares | Other securities | — | — | $627K | 1.6% | |
| Fidelity Global EX US Index 37,759 Shares | Mutual Funds | — | — | $544K | 1.4% | |
| BlackRock Lifepath 2065 K 28,122 Shares | Other securities | — | — | $427K | 1.1% | |
| Participant Loans Maturing at various dates through April 2051 with interest rates of 4.25% to 9.5% | Bonds / Notes | — | — | $367K | 1.0% | |
| Fidelity US Bond Index 27,186 Shares | Mutual Funds | — | — | $278K | 0.7% | |
| Vanguard REIT Index Fund (Sig) 1,845 Shares | Common Collective Trusts | — | $2K | $233K | 0.6% | |
| Fidelity Small Cap Index 5,612 Shares | Mutual Funds | — | $6K | $155K | 0.4% | |
| Pimco Real Return Fund (I) 14,671 Shares | Mutual Funds | — | — | $146K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
