Melissa Doebert signed Kohler Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kohler Credit Union's EIN is 39-0402815.
Download the official 2024 Form 5500 (PDF) for Kohler Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kohler Credit Union's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEMBERS CAPITAL ADVISORS, INC. | 42-0388260 | — | NONE | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $58K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | $1.8M | $2.1M | 13.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $1.5M | $2.0M | 12.8% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | $1.1M | $1.7M | 10.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | $873K | $1.1M | 6.8% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | $978K | $1.0M | 6.4% | |
| CMFG Life Insurance Stable Value Fund | Stable Value | — | $967K | $985K | 6.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | $851K | $961K | 6.0% | |
| Dodge & Cox Income Fund | Mutual Funds | — | $919K | $871K | 5.5% | |
| JPMorgan International Focus R6 | Other securities | — | $778K | $834K | 5.2% | |
| Vanguard High-Yield Corporate Admiral | Mutual Funds | — | $743K | $752K | 4.7% | |
| Lazard Global Listed Infrastructure Inst | Other securities | — | $734K | $741K | 4.6% | |
| Federated Hermes Total Return Bond IS | Other securities | — | $613K | $586K | 3.7% | |
| Hartford Total Return Bond R6 | Other securities | — | $603K | $581K | 3.6% | |
| Columbia Emerging Markets Bond Inst | Other securities | — | $472K | $445K | 2.8% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | $449K | $438K | 2.7% | |
| Cohen & Steers Instl Realty Shares | Other securities | — | $407K | $425K | 2.7% | |
| DFA US Small Cap I | Mutual Funds | — | $117K | $152K | 1.0% | |
| MFS Blended Research Small Cap Equity | Mutual Funds | — | $144K | $148K | 0.9% | |
| Fidelity Advisor Small Cap Z | Mutual Funds | — | $153K | $146K | 0.9% | |
| Metropolitan West Total Return Bond I | Other securities | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
