BRAD Bergmooser signed Financial Plus Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Financial Plus Credit Union's EIN is 38-1439120.
Download the official 2024 Form 5500 (PDF) for Financial Plus Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Financial Plus 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 | $138K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEPHENS WEALTH MANAGEMENT GROUP, I | 38-3182211 | — | INVESTMENT ADVISORY | $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.
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 HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $4.3M | 14.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $3.9M | 13.0% | |
| Prin MidCap Growth III SA-Z | Common Stocks | — | $0 | $3.7M | 12.2% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $3.7M | 12.2% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $3.3M | 11.0% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | $0 | $3.3M | 11.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.3M | 10.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $2.7M | 8.8% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.9M | 6.2% | |
| Prin MidCap Value I SA-Z | Common Stocks | — | $0 | $1.9M | 6.2% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $0 | $1.3M | 4.3% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | $0 | $970K | 3.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | $0 | $685K | 2.3% | |
| Prin LifeTime Hyb 2070 CIT Z | Common Collective Trusts | — | $0 | $627K | 2.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $627K | 2.1% | |
| Participant Loans | Participant loans | — | $0 | $391K | 1.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | $0 | $382K | 1.3% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $303K | 1.0% | |
| PRIN LARGECAP VALUE III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $303K | 1.0% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $237K | 0.8% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $220K | 0.7% | |
| Prin Govt & HQ Bond SA-Z | Common Stocks | — | $0 | $220K | 0.7% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | $0 | $181K | 0.6% | |
| Prin LifeTime Strat Inc SA-Z | Common Stocks | — | $0 | $179K | 0.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $179K | 0.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $0 | $173K | 0.6% | |
| Prin Glbl Emerg Markets SA-Z | Common Stocks | — | $0 | $159K | 0.5% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $159K | 0.5% | |
| Prin LargeCap Growth I SA-Z | Common Stocks | — | $0 | $159K | 0.5% | |
| PRIN INTL EQ SEPARATE ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $159K | 0.5% | |
| PRIN MIDCAP GROWTH III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $144K | 0.5% | |
| Prin LifeTime Hybr 2060 CIT Z | Common Collective Trusts | — | $0 | $144K | 0.5% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | $0 | $135K | 0.4% | |
| Prin Intl Eq Separate Acct-Z | Other securities | — | $0 | $128K | 0.4% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $128K | 0.4% | |
| Prin LifeTime 2020 Sep Acct-Z | Pooled Separate Accounts | — | $0 | $127K | 0.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $127K | 0.4% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $119K | 0.4% | |
| Prin Inflation Protect SA-Z | Common Stocks | — | $0 | $119K | 0.4% | |
| Prin Diversified Intl SA-Z | Common Stocks | — | $0 | $118K | 0.4% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | $0 | $106K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $99K | 0.3% | |
| Prin Core Plus Bond Sep Acct-Z | Pooled Separate Accounts | — | $0 | $99K | 0.3% | |
| BlackRock Stra Inc Opp K Fd | Common Stocks | — | $0 | $88K | 0.3% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $0 | $71K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $69K | 0.2% | |
| Prin LifeTime Hybr 2040 CIT Z | Common Collective Trusts | — | $0 | $69K | 0.2% | |
| Prin Capital Appr SA-Z | Common Stocks | — | $0 | $16K | <0.1% | |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $16K | <0.1% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | $0 | $10K | <0.1% |
