Communityamerica Credit Union's EIN is 44-6015072.
Download the official 2024 Form 5500 (PDF) for Communityamerica Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Communityamerica Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $94K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $39K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | CONSULTANT | $97K | — |
| VINCENT LOMBARDI | 52-1529689 | — | ADVISOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | ACCOUNTING | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOMPSON COBURN LLP | 43-0666662 | — | LAW FIRM | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXECUTIVE DIRECTOR | 52-1529689 | — | EMPLOYEE | $206K | — |
| IMA FINANCIAL GROUP | 48-0805634 | — | FIDUCIARY LIABIL INSURER | $52K | — |
| PARAGON OFFICE PROPERTY GROUP LLC | 83-0526215 | — | LANDLORD | $8K | — |
| MARCO | 47-5342615 | — | COPY MACHINE LEASE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INVESCO GROUP TRUST FOR RETIREMENT INVESCO TRUST COMPANY · EIN 61-1246990 / PN 215 | Common Collective Trust | — | — | $60.0M | 10.4% | |
| RUSSELL ALL CAP (R) INDEX NL SF CL STATE STREET GLOBAL ADVISORS TRUST CO. · EIN 90-0337987 / PN 233 | Common Collective Trust | — | — | $37.9M | 6.6% | |
| T. Rowe Price Growth Stock Fund | Other securities | — | — | $32.0M | 5.5% | |
| MACQUARIE LARGE CAP VALUE TRUST MACQUARIE COLLECTIVE INVESTMENT TRUST · EIN 45-1285328 / PN 047 | Common Collective Trust | — | — | $28.9M | 5.0% | |
| S&P 500 (R) INDEX NL SF CL N (CMDVM STATE STREET GLOBAL ADVISORS TRUST CO. · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $25.9M | 4.5% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $24.0M | 4.2% | |
| Fidelity Growth Company Fund | Mutual Funds | — | — | $23.5M | 4.1% | |
| GLOBAL ALL CAP EQUITY EX-U.S. INDX STATE STREET GLOBAL ADVISORS TRUST CO. · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $16.8M | 2.9% | |
| COLUMBIA TRUST CONTRARIAN CORE FUND AMERIPRISE TRUST COMPANY · EIN 87-1809893 / PN 163 | Common Collective Trust | — | — | $15.5M | 2.7% | |
| PRU CORE PLUS BOND FD PRUDENTIAL TRUST CO. · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $15.3M | 2.6% | |
| Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $14.4M | 2.5% | |
| INVESCO GROUP TRUST FOR RETIREMENT INVESCO TRUST COMPANY · EIN 61-1246990 / PN 218 | Common Collective Trust | — | — | $13.3M | 2.3% | |
| INVESCO GROUP TRUST FOR RETIREMENT INVESCO TRUST COMPANY · EIN 61-1246990 / PN 212 | Common Collective Trust | — | — | $13.3M | 2.3% | |
| IGT Invesco Short Term Bond Fund | Mutual Funds | — | — | $13.0M | 2.2% | |
| IGT Invesco Short Term Bond Fund | Mutual Funds | — | — | $12.7M | 2.2% | |
| ARTISAN INTERNATIONAL GROWTH TRUST ARTISAN INTERNATIONAL GROWTH TRUST · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $12.4M | 2.2% | |
| CAUSEWAY INTERNATIONAL VAL CAUSEWAY CAPITAL MANAGEMENT LLC · EIN 83-2723947 / PN 128 | Common Collective Trust | — | — | $11.9M | 2.1% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $11.8M | 2.0% | |
| IGT Invesco Short Term Bond Fund | Mutual Funds | — | — | $11.6M | 2.0% | |
| IGT Invesco Short Term Bond Fund | Mutual Funds | — | — | $11.4M | 2.0% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $10.8M | 1.9% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $10.3M | 1.8% | |
| Invesco Government & Agency Portfolio Short-Term Investments Trust | Mutual Funds | — | — | $10.2M | 1.8% | |
| WTC-CIF II MID CAP OPPORTUNITIES (S WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 024 | Common Collective Trust | — | — | $8.9M | 1.5% | |
| ABERDEEN EMERGING MARKETS FUND GLOBAL TRUST COMPANY · EIN 30-6526680 / PN 001 | Common Collective Trust | — | — | $8.8M | 1.5% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $8.7M | 1.5% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $8.6M | 1.5% | |
| TS&W INTERNATIONAL SMALL CAP EQUITY GLOBAL TRUST COMPANY · EIN 26-6773274 / PN 002 | Common Collective Trust | — | — | $8.4M | 1.5% | |
| RUSSELL SMALL/MID CAP (R) INDX NL S STATE STREET GLOBAL ADVISORS TRUST CO. · EIN 90-0337987 / PN 167 | Common Collective Trust | — | — | $7.2M | 1.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $6.8M | 1.2% | |
| INVESCO GROUP TRUST FOR RETIREMENT INVESCO TRUST COMPANY · EIN 61-1246990 / PN 217 | Common Collective Trust | — | — | $6.6M | 1.1% | |
| INVESCO GROUP TRUST FOR RETIREMENT INVESCO TRUST COMPANY · EIN 61-1246990 / PN 207 | Common Collective Trust | — | — | $6.6M | 1.1% | |
| INVESCO GROUP TRUST FOR RETIREMENT INVESCO TRUST COMPANY · EIN 61-1246990 / PN 224 | Common Collective Trust | — | — | $6.6M | 1.1% | |
| INVESCO GROUP TRUST FOR RETIREMENT INVESCO TRUST COMPANY · EIN 61-1246990 / PN 219 | Common Collective Trust | — | — | $6.5M | 1.1% | |
| INVESCO GROUP TRUST FOR RETIREMENT INVESCO TRUST COMPANY · EIN 61-1246990 / PN 225 | Common Collective Trust | — | — | $6.5M | 1.1% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $6.5M | 1.1% | |
| INVESCO GROUP TRUST FOR RETIREMENT INVESCO TRUST COMPANY · EIN 61-1246990 / PN 244 | Common Collective Trust | — | — | $6.5M | 1.1% | |
| State Street U.S. Bond Index Non-Lending Series Fund | Common Collective Trusts | — | — | $6.4M | 1.1% | |
| U.S. BOND INDX NL SF CL C (CMCZ2) STATE STREET GLOBAL ADVISORS TRUST CO. · EIN 90-0337987 / PN 178 | Common Collective Trust | — | — | $6.4M | 1.1% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $6.1M | 1.1% | |
| U.S. INFLATION PRO BOND INDX NL SF STATE STREET GLOBAL ADVISORS TRUST CO. · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $5.8M | 1.0% | |
| William Blair Small-Mid Cap Growth Fund | Other securities | — | — | $5.5M | 1.0% | |
| TS&W SMID CAP VALUE COLLECTIVE TRUS GLOBAL TRUST COMPANY · EIN 23-6773274 / PN 004 | Common Collective Trust | — | — | $5.5M | 0.9% | |
| Eaton Vance Atlanta Capital SMID Cap Fund | Other securities | — | — | $5.3M | 0.9% | |
| IGT Jennison Intermediate Fund | Mutual Funds | — | — | $4.5M | 0.8% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $4.4M | 0.8% | |
| State Street Developed Real Estate Securities Index Non-Lending Series Fund | Common Collective Trusts | — | — | $4.4M | 0.8% | |
| GLOBAL REAL EST SEC INDX NL SER FND STATE STREET GLOBAL ADVISORS TRUST CO. · EIN 90-0337987 / PN 238 | Common Collective Trust | — | — | $4.4M | 0.8% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $4.3M | 0.7% | |
| Frontier MFG Core Infrastructure Fund | Other securities | — | — | $3.6M | 0.6% |
