PFCU's EIN is 38-1379433.
Download the official 2024 Form 5500 (PDF) for PFCU from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PFCU'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | BOSTON, MA | RECORDKEEPER | $57K | — |
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 | |||||
|---|---|---|---|---|---|---|
| John Hancock 2030 Lifetime Blend R6 | Other securities | — | — | $3.5M | 16.7% | |
| John Hancock 2045 Lifetime Blend R6 | Other securities | — | — | $3.5M | 16.5% | |
| John Hancock 2040 Lifetime Blend R6 | Other securities | — | — | $3.4M | 16.2% | |
| John Hancock 2035 Lifetime Blend R6 | Other securities | — | — | $3.2M | 14.9% | |
| John Hancock 2050 Lifetime Blend R6 | Other securities | — | — | $2.4M | 11.3% | |
| John Hancock 2055 Lifetime Blend R6 | Other securities | — | — | $1.4M | 6.5% | |
| John Hancock 2025 Lifetime Blend R6 | Other securities | — | — | $990K | 4.7% | |
| John Hancock 2060 Lifetime Blend R6 | Other securities | — | — | $664K | 3.1% | |
| JH STABLE VAL FD R6 GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $545K | 2.6% | |
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | — | $455K | 2.2% | |
| Participants Participant notes receivable bearing interest at rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $331K | 1.6% | |
| John Hancock 2015 Lifetime Blend R6 | Other securities | — | — | $269K | 1.3% | |
| John Hancock 2065 Lifetime Blend R6 | Other securities | — | — | $265K | 1.3% | |
| John Hancock Trust Company American Funds EuroPacific Growth Fund R6 * 756 American Funds Growth Fund of America R6 | Mutual Funds | — | — | $67K | 0.3% | |
| John Hancock Mid Cap Growth R6 | Other securities | — | — | $47K | 0.2% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $40K | 0.2% | |
| T. Rowe Price Blue Chip Growth Fund I | Other securities | — | — | $37K | 0.2% | |
| John Hancock Multimanager Lifestyle Aggressive R6 * 70 John Hancock Real Estate Securities Fund Class R6 | Other securities | — | — | $10K | <0.1% | |
| Vanguard Total Stock Market Index Admiral | Common Collective Trusts | — | — | $9K | <0.1% | |
| JPMorgan US Equity Fund R6 | Other securities | — | — | $6K | <0.1% | |
| Vanguard Total Bond Market Index Fund Admiral | Common Collective Trusts | — | — | $5K | <0.1% | |
| Vanguard Small Growth Admiral | Mutual Funds | — | — | $5K | <0.1% | |
| Oakmark Fund Institutional | Other securities | — | — | $5K | <0.1% | |
| T. Rowe Price Equity Income Fund I | Other securities | — | — | $5K | <0.1% | |
| Vanguard Mid Cap Value Index Admiral | Mutual Funds | — | — | $5K | <0.1% | |
| DFA US Targeted Value Prt I | Mutual Funds | — | — | $5K | <0.1% | |
| DFA International Value Portfolio Institutional | Mutual Funds | — | — | $3K | <0.1% | |
| JPMorgan US Government Money Market Fund - Capital | Cash / Money Market | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
