Jessica Janiszewski signed Landmark Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Landmark Credit Union's EIN is 39-0203995.
Download the official 2024 Form 5500 (PDF) for Landmark Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Landmark 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 | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Great Gray Trust Co. AB US LC Growth W Series Cl L | Common Stocks | — | — | $6.7M | 10.2% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $6.7M | 10.2% | |
| American Funds 2030 Target Date Retirement Fund R6 | Mutual Funds | — | — | $5.6M | 8.6% | |
| American Funds 2035 Target Date Retirement Fund R6 | Mutual Funds | — | — | $5.5M | 8.3% | |
| American Funds 2040 Target Date Retirement Fund R6 | Mutual Funds | — | — | $5.4M | 8.3% | |
| BLACKROCK EQTY INDEX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $4.8M | 7.4% | |
| American Funds 2050 Target Date Retirement Fund R6 | Mutual Funds | — | — | $4.7M | 7.2% | |
| American Funds 2055 Target Date Retirement Fund R6 | Mutual Funds | — | — | $4.3M | 6.5% | |
| American Funds 2045 Target Date Retirement Fund R6 | Mutual Funds | — | — | $4.2M | 6.4% | |
| Empower T Rowe Mid Cap Growth Inst | Other securities | — | — | $3.6M | 5.5% | |
| American Funds 2060 Target Date Retirement Fund R6 | Mutual Funds | — | — | $3.3M | 5.1% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $2.7M | 4.1% | |
| American Funds 2025 Target Date Retirement Fund R6 | Mutual Funds | — | — | $2.2M | 3.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2.2M | 3.3% | |
| American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $1.7M | 2.6% | |
| American Funds 2065 Target Date Retirement Fund R6 | Mutual Funds | — | — | $1.2M | 1.8% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $906K | 1.4% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $892K | 1.4% | |
| BLACKROCK US DEBT INDEX R FD GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $872K | 1.3% | |
| American Funds 2020 Target Date Retirement Fund R6 | Mutual Funds | — | — | $842K | 1.3% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $717K | 1.1% | |
| Goldman Sachs Emerging Markets Equity Insights Fund R6 | Other securities | — | — | $625K | 1.0% | |
| Vanguard Developed Markets Index Fund Adm | Common Collective Trusts | — | — | $419K | 0.6% | |
| PGIM Total Return Fund R6 | Other securities | — | — | $368K | 0.6% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $353K | 0.5% | |
| PIMCO Income Fund Inst | Mutual Funds | — | — | $353K | 0.5% | |
| American Beacon Small Cap Value Fund R6 | Other securities | — | — | $322K | 0.5% | |
| John Hancock Disciplined Value Mid Cap Fund R6 | Other securities | — | — | $320K | 0.5% | |
| Janus Henderson Venture Fund N | Mutual Funds | — | — | $268K | 0.4% | |
| Goldman Sachs International Small Cap Insights Fund R6 | Other securities | — | — | $162K | 0.2% | |
| American Funds 2010 Target Date Retirement Fund R6 | Mutual Funds | — | — | $42K | <0.1% | |
| American Funds 2015 Target Date Retirement Fund R6 | Mutual Funds | — | — | $18K | <0.1% | |
| (E) | Other securities | — | — | $3K | <0.1% | |
| American Funds 2070 Target Date Retirement Fund R6 | Mutual Funds | — | — | $3K | <0.1% | |
| BLACKROCK U.S. DEBT INDEX FUND GREAT GREY TRUST COMPANY · EIN 20-3802445 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
