Verve, a Credit Union's EIN is 39-0711674.
Download the official 2024 Form 5500 (PDF) for Verve, a Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Verve, a Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $21K | — |
| LEAFHOUSE FINANCIAL ADVISORS |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $21.7M | 96.5% | |
| ALLSPRING CORE PLUS BOND CIT MIDI SEI TRUST COMPANY · EIN 87-7012620 / PN 001 | Common Collective Trust | — | — | $2.1M | 9.4% | |
| AB US LARGE CAP GROWTH W SERS CL MS GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $2.0M | 9.1% | |
| JANUS HENDERSON ENTERPRISE CF CL MS GREAT GRAY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $42K | 0.2% | |
| MFS MID CAP VALUE FUND CL 2W AST WILMINGTON TRUST · EIN 38-4139822 / PN 000 | Common Collective Trust | — | — | $6K | <0.1% | |
| FIRST EAGLE SMALL CAP OPPORTUNITY BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 87-6383971 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| LORD ABBETT SMALL CAP GROWTH TRUST GREAT GRAY · EIN 38-4139856 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMREICAN AGGRESSIVE ALLOCATION FD I ALTA TRUST · EIN 88-1329967 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CONSERVATIVE ALLOCATION I ALTA TRUST · EIN 88-1370364 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN MODERATE ALLOCATION CL I ALTA TRUST · EIN 88-1393866 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM CORE CONSER BOND CIT R1 GREAT GRAY · EIN 38-7271359 / PN 753 | Common Collective Trust | — | — | $0 | <0.1% | |
| GGT WESTERN ASSET CORE PLUS BOND R1 GREAT GRAY · EIN 82-4391232 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| MARTIN CURRIE EMERGING MKTS CIT R1 GREAT GRAY · EIN 82-4565709 / PN 376 | Common Collective Trust | — | — | $0 | <0.1% |
| — |
| AUSTIN, TX |
| INVESTMENT ADVISOR |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT STRATEGIES LLC | 27-0017183 | — | TPA | $8K | — |
