Barbara Bennett signed Together Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Together Credit Union's EIN is 43-0160998.
Download the official 2024 Form 5500 (PDF) for Together Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Together 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALORIE S FOSTER DBA VALORIE S FOST | — | SAN ANTONIO, TX | AUDITOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 27,646 shares | Common Collective Trusts | — | — | $5.7M | 10.8% | |
| JP Morgan Large Cap Growth 65,261 shares | Other securities | — | — | $5.5M | 10.4% | |
| Dodge & Cox Stock - I 15,205 shares | Mutual Funds | — | — | $3.9M | 7.5% | |
| Guaranteed Interest Account *SAGIC Core Bond II 3.65% | Bonds / Notes | — | — | $3.7M | 7.1% | |
| Vanguard Target Retirement 2050 Fund 64,502 shares | Mutual Funds | — | — | $3.2M | 6.1% | |
| American Funds American Balanced R6 82,991 shares | Mutual Funds | — | — | $2.9M | 5.4% | |
| Vanguard Target Retirement 2040 Fund 65,853 shares | Mutual Funds | — | — | $2.8M | 5.4% | |
| Vanguard Target Retirement 2030 Fund 54,144 shares | Mutual Funds | — | — | $2.1M | 3.9% | |
| MFS Intl Diversification Fund R3 90,233 shares | Mutual Funds | — | — | $2.0M | 3.8% | |
| Pioneer Bond Fund 225,360 shares | Other securities | — | — | $1.8M | 3.5% | |
| Victory Sycamore Established Value Fund 40,104 shares | Other securities | — | — | $1.8M | 3.5% | |
| DFA US Targeted Value I 53,128 shares | Mutual Funds | — | — | $1.8M | 3.5% | |
| Vanguard Target Retirement 2045 Fund 51,935 shares | Mutual Funds | — | — | $1.5M | 2.9% | |
| American Century Small Cap Growth R6 65,873 shares | Other securities | — | — | $1.5M | 2.9% | |
| Vanguard Target Retirement 2035 Fund 59,498 shares | Mutual Funds | — | — | $1.4M | 2.7% | |
| T. Rowe Price Mid-Cap Growth I 12,996 shares | Other securities | — | — | $1.3M | 2.5% | |
| Vanguard Target Retirement 2025 Fund 68,661 shares | Mutual Funds | — | — | $1.3M | 2.5% | |
| American Funds EuroPacific Gr R6 20,388 shares | Mutual Funds | — | — | $1.1M | 2.1% | |
| Vanguard Target Retirement 2060 Fund 20,631 shares | Mutual Funds | — | — | $1.1M | 2.0% | |
| Vanguard Target Retirement 2020 Fund 35,646 shares | Mutual Funds | — | — | $944K | 1.8% | |
| Participant Loans, various maturity dates through 2034 4.25% - 9.50% | Bonds / Notes | — | — | $858K | 1.6% | |
| Vanguard Target Retirement 2055 Fund 15,078 shares | Mutual Funds | — | — | $838K | 1.6% | |
| Fidelity Small Cap Index 29,896 shares | Mutual Funds | — | — | $828K | 1.6% | |
| Vanguard Total Bond Market Index Admiral 68,344 shares | Mutual Funds | — | — | $648K | 1.2% | |
| Fidelity Mid Cap Index 14,611 shares | Mutual Funds | — | — | $493K | 0.9% | |
| Vanguard Real Estate Index Admiral 2,561 shares | Mutual Funds | — | — | $324K | 0.6% | |
| Fidelity Large Cap Growth Index 7,739 shares | Mutual Funds | — | — | $303K | 0.6% | |
| Vanguard Target Retirement 2065 Fund 7,636 shares | Mutual Funds | — | — | $257K | 0.5% | |
| Vanguard Developed Markets Index Admiral 11,715 shares | Mutual Funds | — | — | $180K | 0.3% | |
| Nuveen High Yield R6 11,146 shares | Mutual Funds | — | — | $98K | 0.2% | |
| Vanguard Target Retirement Income Inv 6,119 shares | Mutual Funds | — | — | $80K | 0.2% | |
| Money Market Fund *Mass Mutual US Government Money Market 36,923 shares | Cash / Money Market | — | — | $37K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
