Libby Calderone signed Illinois Credit Union League's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Illinois Credit Union League's EIN is 36-1255150.
Download the official 2024 Form 5500 (PDF) for Illinois Credit Union League from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Illinois Credit Union League's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $4K | — |
| CHARLES SCHWAB TRUST BANK |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-3967259 |
| — |
| NONE |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDAMENTAL INVESTORS | Other securities | — | — | $5.3M | 13.5% | |
| PERSONAL CHOICE RETIREMENT | Self-Directed Brokerage | — | — | $4.8M | 12.3% | |
| GROWTH FUND OF AMERICA | Other securities | — | — | $4.4M | 11.1% | |
| SCHWAB S&P 500 INDEX FUND | Common Collective Trusts | — | — | $4.3M | 10.9% | |
| AMERICAN BALANCED FUND | Other securities | — | — | $3.3M | 8.4% | |
| AMER NEW PERSPECTIVE FUND | Other securities | — | — | $2.4M | 6.0% | |
| EUROPACIFIC GROWTH FUND | Other securities | — | — | $1.8M | 4.7% | |
| BLACKROCK LPATH DYN 2040 INSTL | Other securities | — | — | $1.5M | 3.9% | |
| VANGUARD CASH RESERVES FED | Mutual Funds | — | — | $1.5M | 3.7% | |
| BLACKROCK LPATH DYN 2030 INSTL | Other securities | — | — | $1.2M | 3.2% | |
| VANGUARD MID CAP INDEX ADMIRAL | Mutual Funds | — | — | $1.2M | 3.1% | |
| ROYCE PREMIER INSTL | Other securities | — | — | $940K | 2.4% | |
| SCHWAB SELECT LARGE CAP GROWTH | Mutual Funds | — | — | $880K | 2.2% | |
| BOND FUND OF AMERICA | Other securities | — | — | $747K | 1.9% | |
| AMERICAN BEACON LG CP VAL R5 | Other securities | — | — | $686K | 1.7% | |
| NORTHERN SMALL CAP VALUE | Other securities | — | — | $676K | 1.7% | |
| PIMCO TOTAL RETURN-ADMIN CLASS | Mutual Funds | — | — | $653K | 1.7% | |
| PIMCO GNMA AND GOV SECS I-2 | Agency / Mortgage-Backed | — | — | $492K | 1.2% | |
| BLACKROCK LPATH DYN RET INSTL | Other securities | — | — | $482K | 1.2% | |
| VIRTUS SGA INTL GROWTH I | Other securities | — | — | $450K | 1.1% | |
| Participant Loans | Participant loans | — | — | $327K | 0.8% | |
| WILMGTTR CIT II GALLIARD RET INC FD WILMINGTON TRUST, N.A. · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $304K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Mutual Funds | — | — | $221K | 0.6% | |
| BLACKROCK LIFEPATH DYN 2060 IN | Other securities | — | — | $41K | 0.1% | |
| BLACKROCK LPATH DYN 2050 INSTL | Other securities | — | — | $13K | <0.1% |
