Gary Moody signed Credit Union One's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Credit Union One's EIN is 38-0536242.
Download the official 2024 Form 5500 (PDF) for Credit Union One from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Credit Union One'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $63K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANTZ FINANCIAL SERVICES 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 | |||||
|---|---|---|---|---|---|---|
| FRANKLIN TOTAL ADVANTAGE 2035 R6 GREAT GRAY · EIN 82-3297133 / PN 354 | Common Collective Trust | — | — | $3.9M | 12.9% | |
| MassMutual SAGIC, at contract value | Other securities | — | — | $2.5M | 8.1% | |
| JPMorgan JP Morgan Large Cap Growth R6 | Other securities | — | — | $2.3M | 7.6% | |
| FRANKLIN TOTAL ADVANTAGE 2030 R6 GREAT GRAY · EIN 82-3285163 / PN 353 | Common Collective Trust | — | — | $2.0M | 6.7% | |
| FRANKLIN TOTAL ADVANTAGE 2040 R6 GREAT GRAY · EIN 82-3309063 / PN 355 | Common Collective Trust | — | — | $1.7M | 5.5% | |
| JPMorgan JP Morgan US Equity Fund | Other securities | — | — | $1.5M | 4.9% | |
| JPMorgan Equity Income Fund Class A | Other securities | — | — | $1.4M | 4.6% | |
| MassMutual S&P 500 Index Fund | Common Collective Trusts | — | — | $1.4M | 4.5% | |
| FRANKLIN TOTAL ADVANTAGE 2025 R6 GREAT GRAY · EIN 82-3269796 / PN 352 | Common Collective Trust | — | — | $1.3M | 4.2% | |
| Franklin Templeton Investments ClearBridge Large Cap Growth Fund | Mutual Funds | — | — | $1.3M | 4.2% | |
| FRANKLIN TOTAL ADVANTAGE 2045 R6 GREAT GRAY · EIN 82-3327181 / PN 356 | Common Collective Trust | — | — | $1.1M | 3.7% | |
| FRANKLIN TOTAL ADVANTAGE 2060 R6 GREAT GRAY · EIN 82-3410489 / PN 359 | Common Collective Trust | — | — | $966K | 3.2% | |
| FRANKLIN TOTAL ADVANTAGE 2050 R6 GREAT GRAY · EIN 82-3383993 / PN 357 | Common Collective Trust | — | — | $956K | 3.1% | |
| Notes Receivable from Participants Loans to participants, interest rates ranging from 4.25% to 9.50% with various maturities | Bonds / Notes | — | — | $804K | 2.6% | |
| FRANKLIN TOTAL ADVANTAGE 2020 R6 GREAT GRAY · EIN 82-3236968 / PN 351 | Common Collective Trust | — | — | $794K | 2.6% | |
| FRANKLIN TOTAL ADVANTAGE 2055 R6 GREAT GRAY · EIN 82-3397205 / PN 358 | Common Collective Trust | — | — | $730K | 2.4% | |
| American Century Investments American Century Mid Cap Value Fund Investor Class | Other securities | — | — | $657K | 2.2% | |
| FRANKLIN TOTAL ADVANTAGE RETIREMENT GREAT GRAY · EIN 82-3225947 / PN 350 | Common Collective Trust | — | — | $650K | 2.1% | |
| MassMutual Mid Cap Growth Fund | Other securities | — | — | $602K | 2.0% | |
| Janus Henderson Janus Henderson Triton Fund | Mutual Funds | — | — | $549K | 1.8% | |
| Empower S&P Mid Cap 400 Index Fund | Common Collective Trusts | — | — | $524K | 1.7% | |
| Franklin Templeton Investments ClearBridge Int'l Growth Fund | Mutual Funds | — | — | $380K | 1.2% | |
| MassMutual Core Bond | Other securities | — | — | $369K | 1.2% | |
| American Funds American Funds New World Fund Class A | Mutual Funds | — | — | $326K | 1.1% | |
| Metropolitan West Funds Metropolitan West Total Return Bond Fund | Other securities | — | — | $319K | 1.0% | |
| Hartford Mutual Funds Hartford Schroders International Multi-Cap Value Fund | Other securities | — | — | $291K | 1.0% | |
| Invesco Comstock Fund | Mutual Funds | — | — | $258K | 0.8% | |
| Franklin Templeton Investments ClearBridge Mid Cap Fund | Mutual Funds | — | — | $237K | 0.8% | |
| Empower S&P Small Cap 600 Index Fund | Common Collective Trusts | — | — | $235K | 0.8% | |
| MassMutual High Yield Fund | Other securities | — | — | $167K | 0.5% | |
| Allspring Index Asset Allocation Admin | Other securities | — | — | $118K | 0.4% | |
| MFS New Discovery Value Fund | Mutual Funds | — | — | $118K | 0.4% | |
| Franklin Templeton Investments Brandywine Global Opportunities Bond Fund | Mutual Funds | — | — | $80K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SOUTHFIELD, MI |
| INVESTMENT ADVISOR |
| $44K |
| — |
