LORI Eltzroth signed Beacon Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beacon Credit Union's EIN is 35-6025844.
Download the official 2024 Form 5500 (PDF) for Beacon Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beacon 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 | $41K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LP DYNAMIC 2035 R6 GREAT GRAY TRUST COMPANY · EIN 38-7289857 / PN 001 | Common Collective Trust | — | $0 | $3.0M | 18.6% | |
| BLACKROCK LP DYNAMIC 2040 R6 GREAT GRAY TRUST COMPANY · EIN 38-7289858 / PN 001 | Common Collective Trust | — | $0 | $2.6M | 16.5% | |
| BLACKROCK LP DYNAMIC 2045 R6 GREAT GRAY TRUST COMPANY · EIN 38-7289859 / PN 001 | Common Collective Trust | — | $0 | $2.0M | 12.5% | |
| BLACKROCK LP DYNAMIC 2050 R6 GREAT GRAY TRUST COMPANY · EIN 38-7289860 / PN 001 | Common Collective Trust | — | $0 | $1.4M | 9.0% | |
| BLACKROCK LP DYNAMIC 2030 R6 GREAT GRAY TRUST COMPANY · EIN 38-7289856 / PN 001 | Common Collective Trust | — | $0 | $1.1M | 7.1% | |
| BLACKROCK LP DYNAMIC 2055 R6 GREAT GRAY TRUST COMPANY · EIN 38-7289861 / PN 001 | Common Collective Trust | — | — | $1.0M | 6.3% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | $0 | $1.0M | 6.3% | |
| BLACKROCK LP DYNAMIC 2060 R6 GREAT GRAY TRUST COMPANY · EIN 38-7289862 / PN 001 | Common Collective Trust | — | — | $789K | 4.9% | |
| JP Morgan Equity Income R6 Fd | Other securities | — | $0 | $789K | 4.9% | |
| Participant Loans | Participant loans | — | $0 | $776K | 4.9% | |
| MFS Mid-Cap Growth R6 Fund | Mutual Funds | — | $0 | $660K | 4.1% | |
| BLACKROCK LP DYNAMIC RET R6 FD GREAT GRAY TRUST COMPANY · EIN 38-7289854 / PN 001 | Common Collective Trust | — | $0 | $598K | 3.7% | |
| JP Morgan Govt Bond R6 Fund | U.S. Treasuries | — | $0 | $269K | 1.7% | |
| BLACKROCK LP DYNAMIC 2065 R6 GREAT GRAY TRUST COMPANY · EIN 38-7289863 / PN 001 | Common Collective Trust | — | — | $269K | 1.7% | |
| Prin RE Secs R6 Fund | Other securities | — | $0 | $230K | 1.4% | |
| Principal Guaranteed Option | Other securities | — | $0 | $211K | 1.3% | |
| Amer Century Sml Cap Val R6 Fd | Other securities | — | $0 | $198K | 1.2% | |
| BlackRock Global Alloc K Fd | Other securities | — | $0 | $180K | 1.1% | |
| American Centur Mid-Cap Val R6 | Other securities | — | $0 | $153K | 1.0% | |
| Baillie Gifford Em Mkts I Fd | Other securities | — | $0 | $131K | 0.8% | |
| Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | $0 | $125K | 0.8% | |
| BlackRock LP Dynamic 2060 R6 | Other securities | — | $0 | $69K | 0.4% | |
| Fidelity NASDAQ Cmpsite Idx Fd | Common Collective Trusts | — | $0 | $59K | 0.4% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | $0 | $54K | 0.3% | |
| iShs MSCI Tot Intl Idx K Fund | Common Collective Trusts | — | $0 | $53K | 0.3% | |
| iShs Russ Md-Cp Index K Fund | Other securities | — | $0 | $45K | 0.3% | |
| Fidelity Adv Growth Opp Z Fund | Mutual Funds | — | $0 | $28K | 0.2% | |
| PIMCO Real Return Instl Fund | Mutual Funds | — | $0 | $27K | 0.2% | |
| Am Fds Bd Fd of Am R6 Fd | Other securities | — | $0 | $27K | 0.2% | |
| BlackRock Sust Adv LgCp Core K | Other securities | — | $0 | $25K | 0.2% | |
| Hartford Schroder Intl Stk SDR | Other securities | — | $0 | $25K | 0.2% | |
| BlackRock LP Dynamic 2065 R6 | Other securities | — | $0 | $25K | 0.2% | |
| HOOD RIVER SM-CP GROWTH RET FD | Other securities | — | $0 | $13K | <0.1% | |
| BlackRock LP Dynamic 2055 R6 | Other securities | — | $0 | $12K | <0.1% | |
| iShs Russ 2000 SC Index K Fund | Other securities | — | $0 | $9K | <0.1% | |
| iShares Tot Stk Mkt In K Fd | Other securities | — | $0 | $6K | <0.1% | |
| First Eagle Overseas R6 Fund | Other securities | — | $0 | $5K | <0.1% | |
| BLACKROCK LP DYNAMIC 2025 R6 GREAT GRAY TRUST COMPANY · EIN 38-7289855 / 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 |
|---|---|---|---|---|---|
| LION STREET ADVISORS | 80-0842559 | — | INVESTMENT ADVISORY | $35K | — |
