Alycia D. Hightower signed Citizens Equity First Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Citizens Equity First Credit Union's EIN is 37-6028123.
Download the official 2024 Form 5500 (PDF) for Citizens Equity First Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Citizens Equity First Credit Union's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS CO. | 04-3339578 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEKETA FIDUCIARY MANAGEMENT, LLC | — | WESTWOOD, MA | NONE | $244K | — |
| BANK OF AMERICA |
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.
| 94-1687665 |
| — |
| NONE |
| $46K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| WTC-CIF II CORE BOND PORT. (SER. 4) WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 208 | Common Collective Trust | — | $43.2M | $41.6M | 19.9% | |
| SSGA US AGGREGATE BOND NL INDEX STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 070 | Common Collective Trust | — | $17.9M | $18.3M | 8.7% | |
| Brandywine US Fixed Income | Other securities | — | $13.8M | $14.2M | 6.8% | |
| BRANDYWINE GLOBAL INVESTMENT MANAGE BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC · EIN 51-0412248 / PN 017 | 103-12 Investment Entity | — | — | $14.2M | 6.8% | |
| SSGA RUSSELL 3000 INDEX NL FUND STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 042 | Common Collective Trust | — | $7.6M | $13.3M | 6.4% | |
| Brigade High Income Fund | Other securities | — | $13.2M | $13.0M | 6.2% | |
| First Eagle Global Equity Fund | Other securities | — | $9.3M | $12.3M | 5.9% | |
| COLLECTIVE FUNDS Artisan Global Opportunities | Common Collective Trusts | — | $7.6M | $10.4M | 5.0% | |
| ARTISAN MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $10.4M | 5.0% | |
| SSGA DAILY MSCI EAFE INDEX NL FUND STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 182 | Common Collective Trust | — | $7.7M | $9.7M | 4.6% | |
| S Aristotle Floating Rate Income | Mutual Funds | — | $7.7M | $7.7M | 3.7% | |
| J. Stern & Co. World Stars Global Equity | Common Stocks | — | $6.5M | $6.9M | 3.3% | |
| Vanguard Short-Term Inflation-Protected Securities | Mutual Funds | — | $6.1M | $6.2M | 3.0% | |
| SSGA S&P GLOBAL LARGE MIDCAP STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 287 | Common Collective Trust | — | $4.4M | $5.9M | 2.8% | |
| SSGA RUSSELL 1000 VALUE INDEX NL FU STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 123 | Common Collective Trust | — | $5.3M | $5.9M | 2.8% | |
| Sculptor Credit Opportunities | Other securities | — | $3.7M | $5.5M | 2.6% | |
| First Eagle Institutional Gold Fund | Other securities | — | $3.6M | $4.7M | 2.2% | |
| SSGA US REIT INDEX NL FUND STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 327 | Common Collective Trust | — | $3.1M | $4.4M | 2.1% | |
| Kohinoor Series (Cayman) | Other securities | — | $3.4M | $3.6M | 1.7% | |
| Alpstone Global Macro Fund | Other securities | — | $3.1M | $3.3M | 1.6% | |
| KOPERNIK GLOBAL ALL-CAP CIT CL 2 KOPERNICK GLOBAL ADVISORS, LLC · EIN 83-2022303 / PN 126 | Common Collective Trust | — | $1.8M | $3.3M | 1.6% | |
| SSGA MSCI EMERGING MARKETS INDEX NL STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 192 | Common Collective Trust | — | $3.5M | $3.2M | 1.5% | |
| Bear Convexity Fund | Other securities | — | $3.1M | $3.2M | 1.5% | |
| SSGA RUSSELL 1000 R GROWTH INDEX NL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 124 | Common Collective Trust | — | $1.9M | $2.9M | 1.4% | |
| BH-DG Systematic Trading ERISA | Other securities | — | $2.0M | $2.7M | 1.3% | |
| ABS Direct Equity Fund LLC - EM ex China | Structured Credit (CLO/ABS) | — | $1.7M | $2.1M | 1.0% | |
| DF Dent Small Cap Growth Fund | Other securities | — | $1.4M | $1.6M | 0.8% | |
| INTEREST BEARING CASH * Custody Bank of America MM | Cash / Money Market | — | $1.4M | $1.4M | 0.7% | |
| DFA US Small Cap Value Portfolio | Mutual Funds | — | $903K | $891K | 0.4% | |
| INTERESTS/OTHER ABS Direct Equity Fund LLC - China | Structured Credit (CLO/ABS) | — | $698K | $797K | 0.4% |
