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 profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Growth Company K6 | Common Stocks | — | — | $27.6M | 19.0% | |
| Government Money Market K6 | Cash / Money Market | — | — | $14.6M | 10.1% | |
| OTC Portfolio K6 | Other securities | — | — | $13.9M | 9.6% | |
| Balanced K6 Fund | Other securities | — | — | $10.8M | 7.4% | |
| 500 Index | Common Collective Trusts | — | — | $10.6M | 7.3% | |
| Freedom 2030 Class K6 | Other securities | — | — | $7.1M | 4.9% | |
| COLUMBIA TRUST DIVIDEND INCOME FUND AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $6.7M | 4.7% | |
| Freedom 2040 Class K6 | Other securities | — | — | $5.9M | 4.0% | |
| Freedom 2035 Class K6 | Other securities | — | — | $5.4M | 3.8% | |
| Freedom 2050 Class K6 | Other securities | — | — | $3.8M | 2.6% | |
| Freedom 2025 Class K6 | Other securities | — | — | $3.7M | 2.5% | |
| Worldwide | Other securities | — | — | $3.6M | 2.5% | |
| Janus Henderson Enterprise Fund Class N | Mutual Funds | — | — | $3.0M | 2.1% | |
| International Discovery K6 | Other securities | — | — | $2.6M | 1.8% | |
| Freedom 2045 Class K6 | Other securities | — | — | $2.6M | 1.8% | |
| Freedom 2060 Class K6 | Other securities | — | — | $2.4M | 1.6% | |
| MFS MID CAP VALUE MFS INSTITUTIONAL ADVISORS, INC. · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $2.1M | 1.5% | |
| Freedom 2055 Class K6 | Other securities | — | — | $2.0M | 1.4% | |
| US Bond Index | Other securities | — | — | $1.9M | 1.3% | |
| Small Cap Growth K6 | Other securities | — | — | $1.9M | 1.3% | |
| Freedom 2020 Class K6 | Other securities | — | — | $1.6M | 1.1% | |
| Freedom Income Class K6 | Other securities | — | — | $1.3M | 0.9% | |
| Investment Portfolio | Real Estate | — | — | $1.2M | 0.8% | |
| Extended Market Index | Other securities | — | — | $781K | 0.5% | |
| Victory Capital Sycamore Small Cap OPP R6 | Other securities | — | — | $767K | 0.5% | |
| Emerging Markets K | Other securities | — | — | $762K | 0.5% | |
| Freedom 2070 Class K6 366 Glenmede Small Cap Equity IS | Other securities | — | — | $667K | 0.5% | |
| Freedom 2065 Class K6 | Other securities | — | — | $480K | 0.3% | |
| Freedom 2015 Class K6 | Other securities | — | — | $204K | 0.1% | |
| Freedom 2010 Class K6 | Other securities | — | — | $159K | 0.1% |
