Jessica Bissenden signed Kellogg Community Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kellogg Community Credit Union's EIN is 38-6060726.
Download the official 2024 Form 5500 (PDF) for Kellogg Community Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kellogg Community 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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | 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 CORE FIX INC SEP ACCT-Z | Pooled Separate Accounts | — | $0 | $3.4M | 24.6% | |
| PRINCIPAL GUARANTEED OPTION | Other securities | — | $0 | $1.3M | 9.5% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $0 | $1.3M | 9.5% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $1.3M | 9.5% | |
| Participant Loans | Participant loans | — | $0 | $1.1M | 7.9% | |
| SCHWAB S&P 500 INDEX FUND | Common Collective Trusts | — | $0 | $1.0M | 7.4% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $1.0M | 7.4% | |
| PRIN DIVERSIFIED INTL SA-Z | Common Stocks | — | $0 | $978K | 7.1% | |
| PRIN REAL ESTATE SECS SA-Z | Common Stocks | — | $0 | $659K | 4.8% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z | Pooled Separate Accounts | — | $0 | $643K | 4.7% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $556K | 4.0% | |
| PRIN MIDCAP VALUE I SA-Z | Common Stocks | — | $0 | $556K | 4.0% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $555K | 4.0% | |
| PRIN BLUE CHIP SA-Z | Common Stocks | — | $0 | $555K | 4.0% | |
| FIDELITY MID CP INDEX FUND | Common Collective Trusts | — | $0 | $399K | 2.9% | |
| VANGUARD SM CAP INDEX ADM FUND | Mutual Funds | — | $0 | $312K | 2.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $285K | 2.1% | |
| AMERICAN FUNDS NEWWORLD R6 | Mutual Funds | — | $0 | $285K | 2.1% | |
| DFA US SMCAP VALUE I FUND | Mutual Funds | — | $0 | $281K | 2.0% | |
| AMERICAN FDS AM HI-INC TRS R6 FUND | Common Stocks | — | $0 | $240K | 1.7% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $240K | 1.7% | |
| T. ROWE PRICE DIV MC GR I FD | Other securities | — | $0 | $227K | 1.6% | |
| VANGUARD EXPLORER ADMIRAL FUND | Mutual Funds | — | $0 | $208K | 1.5% | |
| VANGUARD WINDSOR II ADM FUND | Mutual Funds | — | $0 | $151K | 1.1% |
