TARA McDowell signed Max Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Max Credit Union's EIN is 36-4618706.
Download the official 2024 Form 5500 (PDF) for Max Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Max 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 |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156860 | — | RECORDKEEPER | $14K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | — |
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 | |||||
|---|---|---|---|---|---|---|
| MassMutual SAGIC DIVERSIFIED BOND II | Other securities | — | — | $14.9M | 26.0% | |
| Blackrock EQUITY INDEX 1 | Common Collective Trusts | — | — | $7.9M | 13.7% | |
| John Hancock MYWAYRETIREMENT INDEX 2035 R | Other securities | — | — | $5.0M | 8.8% | |
| John Hancock MYWAYRETIREMENT INDEX RETIREMENT R | Other securities | — | — | $4.3M | 7.5% | |
| Franklin Templeton PUTNAM LARGE CAP VALUE TRUST II CL R | Mutual Funds | — | — | $3.5M | 6.2% | |
| John Hancock MYWAYRETIREMENT INDEX 2040 R | Other securities | — | — | $3.3M | 5.8% | |
| John Hancock MYWAYRETIREMENT INDEX 2050 R | Other securities | — | — | $3.1M | 5.4% | |
| American Century AMERICAN FUNDS GROWTH FUN OF AMER R6 | Mutual Funds | — | — | $2.9M | 5.0% | |
| John Hancock MYWAYRETIREMENT INDEX 2030 R | Other securities | — | — | $2.4M | 4.2% | |
| John Hancock MYWAYRETIREMENT INDEX 2045 R | Other securities | — | — | $2.1M | 3.6% | |
| John Hancock MYWAYRETIREMENT CORE BOND FUND CL R | Other securities | — | — | $1.7M | 2.9% | |
| Participants Participant Loans Interest at 7.0% | Bonds / Notes | — | — | $1.3M | 2.3% | |
| John Hancock MYWAYRETIREMENT INDEX 2055 R | Other securities | — | — | $1.3M | 2.3% | |
| Blackrock U.S. DEBT INDEX 1 | Other securities | — | — | $650K | 1.1% | |
| Vanguard Treasury MoneyMrkt Fd | Mutual Funds | — | — | $549K | 1.0% | |
| Nationwide Life Individual Variable Annuity Policies | Other securities | — | — | $521K | 0.9% | |
| John Hancock MYWAYRETIREMENT INDEX 2060 R | Other securities | — | — | $492K | 0.9% | |
| Blackrock EAFE EQUITY INDEX FEE CL R | Common Collective Trusts | — | — | $471K | 0.8% | |
| Fidelity ADVISOR SMALL CAP GROWTH Z | Mutual Funds | — | — | $290K | 0.5% | |
| John Hancock MYWAYRETIREMENT INDEX 2065 FUND CL R | Other securities | — | — | $276K | 0.5% | |
| American Century AMERICAN CENTURY SMALL CAP VALUE R6 | Other securities | — | — | $276K | 0.5% | |
| American Century AMERICAN FUNDS NEW PERSPECTIVE R6 | Mutual Funds | — | — | $21K | <0.1% | |
| CORE BOND I1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4374798 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4515825 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP VALUE II GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND GREAT GRAY · EIN 81-4499160 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4418048 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH I1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4457845 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4430771 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2055 FUND GREAT GRAY · EIN 81-4430771 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4470950 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 38-4065329 / PN 426 | 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.
| ST PETERSBURG, FL |
| OTHER |
| $15K |
| — |
