SARA POOK signed Affinity Plus Federal Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Affinity Plus Federal Credit Union's EIN is 41-0557541.
Download the official 2024 Form 5500 (PDF) for Affinity Plus Federal Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Affinity Plus Federal 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARKS GROUP WEALTH MANAGEMENT | 26-3675041 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Funds, Inc. Prin Life Time 2045 Inst Fund | Common Stocks | — | — | $16.9M | 17.2% | |
| Principal Funds, Inc. Prin Life Time 2050 Inst Fund | Common Stocks | — | — | $12.5M | 12.7% | |
| Principal Funds, Inc. Prin Life Time 2040 Inst Fund | Common Stocks | — | — | $12.1M | 12.3% | |
| Principal Funds, Inc. Prin Life Time 2035 Inst Fund | Common Stocks | — | — | $8.2M | 8.3% | |
| Principal Funds, Inc. Prin Life Time 2055 Inst Fund | Common Stocks | — | — | $6.6M | 6.7% | |
| Principal Funds, Inc. Prin Life Time 2030 Inst Fund | Common Stocks | — | — | $5.4M | 5.5% | |
| Principal Funds, Inc. Prin Life Time 2025 Inst Fund | Common Stocks | — | — | $4.7M | 4.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.5M | 4.6% | |
| Fidelity Adv Eq Growth I Fund | Mutual Funds | — | — | $3.2M | 3.3% | |
| Vanguard Strat Equity Inv Fund | Mutual Funds | — | — | $2.8M | 2.8% | |
| Principal Funds, Inc. Prin Life Time 2060 Inst Fund | Common Stocks | — | — | $2.7M | 2.7% | |
| PRINCIPAL STABLE VALUE INST PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.1% | |
| JPMorgan Undisc Mgrs Behav Value L Fund | Other securities | — | — | $1.9M | 1.9% | |
| Putnam Large Cap Value R6 Fubd | Mutual Funds | — | — | $1.7M | 1.7% | |
| Principal Funds, Inc. Prin Life Time 2020 Inst Fund | Common Stocks | — | — | $1.5M | 1.5% | |
| BlackRock Tech Opport Instl Fd | Other securities | — | — | $1.4M | 1.5% | |
| Loans to participants, interest rates ranging from * Notes Receivable from Participants 3.70% to 10.50% with various maturities | Bonds / Notes | — | — | $1.4M | 1.4% | |
| American Funds American Fds New World R4 Fund | Mutual Funds | — | — | $1.1M | 1.1% | |
| Parnassus Core Equity I Fund | Other securities | — | — | $1.1M | 1.1% | |
| MFS Intl Growth R4 Fund | Mutual Funds | — | — | $964K | 1.0% | |
| Principal Funds, Inc. Prin Life Time 2065 Inst Fund | Common Stocks | — | — | $914K | 0.9% | |
| Baird Core Plus Bond Inv Fund | Other securities | — | — | $909K | 0.9% | |
| Hartford Mutual Funds Hartford Core Equity Inc R5 Fund | Common Stocks | — | — | $884K | 0.9% | |
| Vanguard Vgd Ttl Intl Stk ldx Adm Fd | Mutual Funds | — | — | $777K | 0.8% | |
| Vanguard Vangd Ttl Intl Bond ldx Adm Fd | Mutual Funds | — | — | $603K | 0.6% | |
| Principal Funds, Inc. Prin Life Time 2015 Inst Fund | Common Stocks | — | — | $461K | 0.5% | |
| PIMCO Ind Bond (USD-Hdg) I Fd | Mutual Funds | — | — | $313K | 0.3% | |
| Hartford Mutual Funds Hartford lnt'I Opp R5 Fund | Other securities | — | — | $262K | 0.3% | |
| Principal Funds, Inc. Prin Life Time Str Inc Inst Fd | Common Stocks | — | — | $251K | 0.3% | |
| Principal Funds, Inc. Prin Life Time 2070 Inst Fund | Common Stocks | — | — | $58K | <0.1% | |
| (E) | Other securities | — | — | $58K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
