Vickie Schmitzer signed Frankenmuth Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Frankenmuth Credit Union's EIN is 38-1796409.
Download the official 2024 Form 5500 (PDF) for Frankenmuth Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Frankenmuth 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $112K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $30.6M | 87.3% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | Common Stocks | — | — | $4.9M | 14.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.7M | 13.5% | |
| Fully benefit-responsive investment contract with an insurance company * Voya fixed account (4450), 2.15% interest rate | Bonds / Notes | — | — | $3.8M | 10.7% | |
| American Funds New Perspective R6 Fund | Mutual Funds | — | — | $2.5M | 7.1% | |
| American Funds Am Balanced R6 Fund | Mutual Funds | — | — | $2.3M | 6.4% | |
| PGIM Total Return Bond R6 Fund | Other securities | — | — | $2.1M | 6.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.8M | 5.1% | |
| DFA Inflation-Protected Securities Portfolio Institutional Fund | Mutual Funds | — | — | $1.7M | 4.8% | |
| American Funds America Mutual R6 Fund | Mutual Funds | — | — | $1.6M | 4.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.2M | 3.4% | |
| DFA Real Estate Securities Portfolio Institutional Fund | Mutual Funds | — | — | $1.1M | 3.2% | |
| Invesco Opportunity International Growth R6 Fund | Mutual Funds | — | — | $960K | 2.7% | |
| Voya Index Solution 2025 Portfolio Z Fund | Other securities | — | — | $832K | 2.4% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $830K | 2.4% | |
| T. Rowe Price Blue Chip Growth I Fund | Other securities | — | — | $808K | 2.3% | |
| Notes receivable from participants Interest rates ranging from 3.25% to 8.50% | Bonds / Notes | — | — | $708K | 2.0% | |
| MFS New Discovery R6 Value Fund | Mutual Funds | — | — | $695K | 2.0% | |
| Alliance Bernstein Global Bond Fund Z Fund | Other securities | — | — | $576K | 1.6% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $494K | 1.4% | |
| DFA Emerging Markets Portfolio Institutional Fund | Mutual Funds | — | — | $391K | 1.1% | |
| PIMCO High Yield Institutional Fund | Mutual Funds | — | — | $316K | 0.9% | |
| ClrBrg SmCp Grw Fd IS Registered Investment Company | Common Stocks | — | — | $248K | 0.7% | |
| Voya Index Solution 2055 Portfolio Z Fund | Other securities | — | — | $127K | 0.4% | |
| American Beacon Stephens Mid Cap Growth R5 Fund | Other securities | — | — | $114K | 0.3% | |
| Voya Government Money Market Class A Fund | Cash / Money Market | — | — | $60K | 0.2% | |
| Voya Index Solution 2035 Portfolio Z Fund | Other securities | — | — | $58K | 0.2% | |
| Voya Index Solution 2040 Portfolio Z Fund | Other securities | — | — | $52K | 0.1% | |
| Voya Index Solution 2050 Portfolio Z Fund | Other securities | — | — | $32K | <0.1% | |
| Voya Index Solution 2060 Portfolio Z Fund | Other securities | — | — | $29K | <0.1% | |
| Voya Index Solution 2030 Portfolio Z Fund | Other securities | — | — | $16K | <0.1% | |
| Voya Index Solution 2045 Portfolio Z Fund | Other securities | — | — | $2K | <0.1% |
