Katherine Zaleski signed Simplicity Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Simplicity Credit Union's EIN is 39-0860994.
Download the official 2024 Form 5500 (PDF) for Simplicity Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Simplicity 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 |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $36K | — |
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 2050 K Mutual Fund N/A | Other securities | — | — | $1.3M | 13.3% | |
| BlackRock LifePath Index 2045 K Mutual Fund N/A | Other securities | — | — | $1.1M | 11.0% | |
| BlackRock LifePath Index 2030 K Mutual Fund N/A | Other securities | — | — | $1.0M | 9.9% | |
| BlackRock LifePath Index 2040 K Mutual Fund N/A | Other securities | — | — | $898K | 8.9% | |
| Vanguard Growth Index Institutional Mutual Fund N/A | Mutual Funds | — | — | $868K | 8.6% | |
| CUNA MUTUAL LIFESTYLE AGGR CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 002 | Common Collective Trust | — | — | $805K | 8.0% | |
| Vanguard Institutional Index Instlplus Mutual Fund N/A | Mutual Funds | — | — | $687K | 6.8% | |
| BlackRock LifePath Index 2055 K Mutual Fund N/A | Other securities | — | — | $619K | 6.1% | |
| BlackRock LifePath Index 2060 K Mutual Fund N/A | Other securities | — | — | $523K | 5.2% | |
| BlackRock LifePath Index 2035 K Mutual Fund N/A | Other securities | — | — | $486K | 4.8% | |
| Vanguard Extended Market Index Instlplus Mutual Fund N/A | Mutual Funds | — | — | $446K | 4.4% | |
| Notes Receivable from Participants Interest rates range of 4.25% to 9.50% - | Bonds / Notes | — | — | $188K | 1.9% | |
| CUNA MUTUAL LIFESTYLE MOD CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 005 | Common Collective Trust | — | — | $183K | 1.8% | |
| CUNA MUTUAL DIVERS EQUITY CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 001 | Common Collective Trust | — | — | $165K | 1.6% | |
| Vanguard Ftse All-Wld Ex-Us Idx Instl Mutual Fund N/A | Common Collective Trusts | — | — | $137K | 1.4% | |
| CMFG Life Stable Value (201) Deposit Administration Contract N/A | Stable Value | — | — | $131K | 1.3% | |
| CUNA MUTUAL LIFESTYLE CONSRV CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 003 | Common Collective Trust | — | — | $99K | 1.0% | |
| BlackRock LifePath Index Retire K Mutual Fund N/A | Other securities | — | — | $53K | 0.5% | |
| BlackRock LifePath Index 2065 K Mutual Fund N/A | Other securities | — | — | $33K | 0.3% | |
| Vanguard Value Index Instl Mutual Fund N/A | Mutual Funds | — | — | $15K | 0.1% | |
| Vanguard Total Bond Market Index Instlplus Mutual Fund N/A | Mutual Funds | — | — | $8K | <0.1% | |
| CUNA MUTUAL LIFESTYLE INCOME CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 004 | Common Collective Trust | — | — | $242 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
