Matthew Bretz signed Numark Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Numark Credit Union's EIN is 36-6006909.
Download the official 2024 Form 5500 (PDF) for Numark Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Numark 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 | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $45K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2040 K | Other securities | — | — | $2.4M | 12.2% | |
| BlackRock LifePath Index Retirement K | Other securities | — | — | $2.3M | 11.9% | |
| BlackRock LifePath Index 2030 K | Other securities | — | — | $2.2M | 11.3% | |
| BlackRock LifePath Index 2050 K | Other securities | — | — | $2.0M | 10.0% | |
| CMFG Life Insurance Company CMFG Stable Value | Stable Value | — | — | $1.9M | 9.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.4M | 7.0% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $1.2M | 6.2% | |
| BlackRock LifePath Index 2045 K | Other securities | — | — | $1.1M | 5.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $859K | 4.4% | |
| BlackRock LifePath Index 2055 K | Other securities | — | — | $660K | 3.4% | |
| BlackRock LifePath Index 2035 K | Other securities | — | — | $647K | 3.3% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $571K | 2.9% | |
| Dodge & Cox Income I | Mutual Funds | — | — | $490K | 2.5% | |
| BlackRock LifePath Index 2060 K | Other securities | — | — | $364K | 1.8% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $316K | 1.6% | |
| DFA US Small Cap Portfolio I | Mutual Funds | — | — | $275K | 1.4% | |
| with maturity dates ranging from 01/22/25 to 11/07/2029 | Other securities | — | — | $259K | 1.3% | |
| Fidelity Global ex U.S. Index | Mutual Funds | — | — | $233K | 1.2% | |
| BlackRock LifePath Index 2065 K | Other securities | — | — | $185K | 0.9% | |
| PIMCO Real Return Inst ** 770 Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $174K | 0.9% | |
| DFA International Core Equity Portfolio | Mutual Funds | — | — | $68K | 0.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $40K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
