Gretchen Forristall signed Greenstate Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Greenstate Credit Union's EIN is 42-0804594.
Download the official 2024 Form 5500 (PDF) for Greenstate Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Greenstate 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 | $131K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISORY | $60K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | $486K | $14.4M | 11.7% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | $286K | $14.3M | 11.6% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | $25K | $13.3M | 10.8% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | $193K | $10.7M | 8.7% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | $223K | $9.6M | 7.8% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | $385K | $9.2M | 7.5% | |
| T. Rowe Price Large-Cap Growth Fund | Other securities | — | $95K | $7.8M | 6.3% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | $199K | $7.5M | 6.1% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | $368K | $6.9M | 5.6% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | $91K | $4.7M | 3.8% | |
| Common Collective Trust * PIMCO Stable Income Fund Class 1 | Common Collective Trusts | — | $32K | $3.8M | 3.1% | |
| PIMCO STABLE INCOME FD CL 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $3.6M | 2.9% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | $8K | $2.8M | 2.2% | |
| MFS Value Fund | Mutual Funds | — | $44K | $2.1M | 1.7% | |
| maturities through 2039 | Other securities | — | — | $2.0M | 1.6% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | $14K | $1.6M | 1.3% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | $51K | $1.6M | 1.3% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | $46K | $1.5M | 1.2% | |
| Natixis Loomis Sayles Core Plus Bond Fund | Mutual Funds | — | $120K | $1.4M | 1.1% | |
| MFS Institutional International Equity Fund | Mutual Funds | — | $39K | $1.3M | 1.1% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | $40K | $1.3M | 1.0% | |
| s * Principal SmallCap Growth I Separate Account | Pooled Separate Accounts | — | $22K | $1.2M | 1.0% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $1.2M | 1.0% | |
| BlackRock Mid-Cap Growth Equity Portfolio | Other securities | — | $26K | $1.1M | 0.9% | |
| Allspring Special Small Cap Value Fund | Other securities | — | $26K | $1.1M | 0.9% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | $34K | $913K | 0.7% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | $93K | $881K | 0.7% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | $36K | $473K | 0.4% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | $5K | $125K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
