Shawn Premer signed Consumers Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Consumers Credit Union's EIN is 38-1438667.
Download the official 2024 Form 5500 (PDF) for Consumers Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Consumers 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 | $123K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Hybrid 2050 Fund R4 | Other securities | — | — | $5.8M | 11.5% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $5.8M | 11.5% | |
| Principal Hybrid 2045 Fund R4 | Other securities | — | — | $5.5M | 11.0% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $5.5M | 11.0% | |
| Principal Hybrid 2040 Fund R4 | Other securities | — | — | $4.5M | 9.0% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.5M | 9.0% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.8M | 7.5% | |
| Principal Hybrid 2030 Fund R4 | Other securities | — | — | $3.4M | 6.8% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.4M | 6.8% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.8M | 5.6% | |
| Principal Hybrid 2055 Fund R4 | Other securities | — | — | $2.8M | 5.5% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.8M | 5.5% | |
| Principal Hybrid 2035 Fund R4 | Other securities | — | — | $2.7M | 5.4% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.7M | 5.4% | |
| Principal Hybrid 2060 Fund R4 | Other securities | — | — | $2.7M | 5.3% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.7M | 5.3% | |
| Principal Hybrid 2025 Fund R4 | Other securities | — | — | $1.9M | 3.9% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.9M | 3.9% | |
| Vanguard Windsor Admiral Fund | Mutual Funds | — | — | $1.9M | 3.8% | |
| American Funds Am Fds New Persp R6 Fund | Mutual Funds | — | — | $1.6M | 3.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.3M | 2.6% | |
| Principal Hybrid 2065 Fund R4 | Other securities | — | — | $1.0M | 2.0% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $1.0M | 2.0% | |
| Janus Henderson Janus Henderson Enter N Fund | Mutual Funds | — | — | $1.0M | 2.0% | |
| Vanguard Global Equity Inv Fd | Mutual Funds | — | — | $933K | 1.9% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $781K | 1.6% | |
| American Funds Am Fds EuroPacific Grth R6 Fd | Mutual Funds | — | — | $774K | 1.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $726K | 1.4% | |
| Principal Hybrid 2020 Fund R4 | Other securities | — | — | $653K | 1.3% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $653K | 1.3% | |
| Allspring Spec M Cap Value R6 | Other securities | — | — | $514K | 1.0% | |
| Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $510K | 1.0% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $436K | 0.9% | |
| DFA US SmCap Value I Fund | Mutual Funds | — | — | $415K | 0.8% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $365K | 0.7% | |
| PGIM High Yield Fund | Other securities | — | — | $334K | 0.7% | |
| Principal Hybrid Income | Other securities | — | — | $312K | 0.6% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $312K | 0.6% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $256K | 0.5% | |
| Vanguard Total International Bond Index | Mutual Funds | — | — | $196K | 0.4% | |
| Participant loans Interest rates are 5% -0- | Participant loans | — | — | $108K | 0.2% | |
| (E) | Other securities | — | — | $74K | 0.1% | |
| Collective investment funds * Principal Hybrid 2015 Fund R4 | Common Collective Trusts | — | — | $74K | 0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $74K | 0.1% | |
| Principal Hybrid 2070 Fund R4 | Other securities | — | — | $71K | 0.1% | |
| (E) | Other securities | — | — | $71K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $71K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEXT FINANCIAL GROUP INC | 54-1900002 | — | INVESTMENT ADVISORY | $0 | — |
