Katie Berry signed Honor Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Honor Credit Union's EIN is 38-1231023.
Download the official 2024 Form 5500 (PDF) for Honor Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Honor 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS | 26-0058143 | — | INVESTMENT ADVISORY | $60K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $6.3M | 15.4% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $4.1M | 10.1% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $3.8M | 9.3% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.5M | 8.6% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.3M | 8.0% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.9M | 7.2% | |
| Northern Trust Collective S&P 500 Index Fund | Common Collective Trusts | — | — | $2.3M | 5.6% | |
| NT COL S&P 500 IDX FD DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $2.3M | 5.6% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.0M | 5.0% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.8M | 4.5% | |
| Northern Trust Collective Ext Equity Index Fund | Common Collective Trusts | — | — | $1.5M | 3.8% | |
| NT COL EXTD EQ MKT IDX DC NL 4 NORTHERN TRUST · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $1.5M | 3.8% | |
| JPMorgan Large Cap Growth R6 Fund | Other securities | — | — | $1.3M | 3.1% | |
| Principal Trust Company Great Gray Trust EuroPacific Growth | Common Stocks | — | — | $957K | 2.3% | |
| GREATGRAY TRUST EURO GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $957K | 2.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $914K | 2.2% | |
| Participants Participant notes receivable bearing interest ranging from 3.25 to 8.50 percent - | Other securities | — | — | $904K | 2.2% | |
| John Hancock Disciplined Value Trust Class P1 | Other securities | — | — | $678K | 1.7% | |
| JOHN HNCOCK DSC VL TRS CL P1 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 037 | Common Collective Trust | — | — | $678K | 1.7% | |
| Principal Trust Company Core Fixed Income Separate Account | Pooled Separate Accounts | — | — | $561K | 1.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $561K | 1.4% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $454K | 1.1% | |
| T. Rowe Price Instl Mid-Cap Equity Growth Fund | Other securities | — | — | $435K | 1.1% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $427K | 1.0% | |
| MFS International Intrinsic Value R6 Fund | Mutual Funds | — | — | $357K | 0.9% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $285K | 0.7% | |
| Principal Trust Company Allspring Special Mid Cap Value R6 Fund | Common Stocks | — | — | $259K | 0.6% | |
| American Beacon Small Cap Value R6 Fund | Other securities | — | — | $257K | 0.6% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $230K | 0.6% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $229K | 0.6% | |
| Vanguard Inflation-Protected Securities Adm Fund | Mutual Funds | — | — | $126K | 0.3% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $100K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $34K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% |
