Catherine J Tierney signed Community First Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community First Credit Union's EIN is 39-6264347.
Download the official 2024 Form 5500 (PDF) for Community First Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community First 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 | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $51K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity U.S. Bond Index | Mutual Funds | — | $22.9M | $23.2M | 23.7% | |
| Baird Aggregate Bond Institutional | Other securities | — | $12.6M | $12.6M | 12.8% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | $7.4M | $7.8M | 8.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | $6.3M | $7.2M | 7.3% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | $5.4M | $6.4M | 6.6% | |
| Vanguard High-Yield Corp Adm | Mutual Funds | — | $4.9M | $5.0M | 5.1% | |
| Columbia Emerging Markets Bond Instituational | Other securities | — | $4.8M | $4.9M | 5.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | $3.7M | $4.0M | 4.1% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | $3.8M | $3.9M | 3.9% | |
| Fidelity International Index | Mutual Funds | — | $3.7M | $3.7M | 3.7% | |
| Lazard GI Listed Infrastructure | Other securities | — | $2.9M | $2.9M | 3.0% | |
| Federated Hermes Total Return Bond IS | Other securities | — | $2.9M | $2.9M | 3.0% | |
| Hartford Total Return Bond R6 | Other securities | — | $3.0M | $2.9M | 3.0% | |
| Dodge & Cox Income I | Mutual Funds | — | $2.9M | $2.9M | 3.0% | |
| Cohen & Steers Instituational Realty | Other securities | — | $2.6M | $2.8M | 2.9% | |
| JPMorgan International Focus | Other securities | — | $2.9M | $2.8M | 2.8% | |
| DFA US Small Cap I | Mutual Funds | — | $899K | $993K | 1.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | $967K | $974K | 1.0% | |
| MFS Total Return Bond I | Mutual Funds | — | $9K | $9K | <0.1% | |
| CMFG LIFE INSURANCE COMPANY PSA CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
