Theresa Green signed Fox Communities Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fox Communities Credit Union's EIN is 39-0738415.
Download the official 2024 Form 5500 (PDF) for Fox Communities Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fox Communities 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 |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $79K | — |
| BOARD OF TRUSTEES OF RETIREMENT | 47-3860238 | — | NONE | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index 2040 Fund K Mutual fund | Other securities | — | — | $5.8M | 10.9% | |
| Vanguard Institutional Index Fund Inst! Plus Mutual fund | Common Collective Trusts | — | — | $5.3M | 9.9% | |
| Vanguard Growth Index Fund lnstl Mutual fund | Common Collective Trusts | — | — | $5.2M | 9.9% | |
| BlackRock Lifepath Index 2030 Fund K Mutual fund | Other securities | — | — | $4.8M | 9.1% | |
| Vanguard Extended Market Index Fund lnstl Plus Mutual fund | Common Collective Trusts | — | — | $4.0M | 7.5% | |
| CMFG Life Insurance Stable Value Fund 201 Guaranteed investment contract | Stable Value | — | — | $3.7M | 6.9% | |
| Vanguard Value Index Fund lnstl Mutual fund | Common Collective Trusts | — | — | $3.5M | 6.5% | |
| CMFG MUTUAL LIFESTYLE AGGRESSIVE FD CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 005 | Common Collective Trust | — | — | $3.1M | 5.9% | |
| BlackRock Lifepath Index 2050 Fund K Mutual fund | Other securities | — | — | $3.1M | 5.9% | |
| BlackRock Lifepath Index 2045 Fund K Mutual fund | Other securities | — | — | $2.5M | 4.8% | |
| Vanguard FTSE All-World Ex-US Index Fund Inst! Mutual fund | Common Collective Trusts | — | — | $2.0M | 3.7% | |
| BlackRock Lifepath Index 2055 Fund K Mutual fund | Other securities | — | — | $1.8M | 3.5% | |
| BlackRock Lifepath Index 2035 Fund K Mutual fund | Other securities | — | — | $1.7M | 3.2% | |
| CMFG MUTUAL LIFESTYLE MODERATE FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 004 | Common Collective Trust | — | — | $1.6M | 3.1% | |
| Vanguard Total Bond Market Index Fund Inst! Plus Mutual fund | Common Collective Trusts | — | — | $1.2M | 2.3% | |
| BlackRock Lifepath Index 2060 Fund K Mutual fund | Other securities | — | — | $787K | 1.5% | |
| BlackRock Lifepath Index Retirement Fund K Mutual fund | Other securities | — | — | $701K | 1.3% | |
| CUNA MUTUAL DIVERSIFIED EQUITY FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 001 | Common Collective Trust | — | — | $690K | 1.3% | |
| Notes receivable from participants through October 2037 $0 | Other securities | — | — | $517K | 1.0% | |
| CMFG MUTUAL LIFESTYLE CONSERVATIVE CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 003 | Common Collective Trust | — | — | $482K | 0.9% | |
| BlackRock Lifepath Index 2065 Fund K Mutual fund | Other securities | — | — | $345K | 0.7% | |
| CUNA MUTUAL LIFESTYLE INCOME FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 002 | Common Collective Trust | — | — | $177K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
