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Original filing (PDF)20250714113259NAL0000835091001
COMMUNITYAMERICA CREDIT UNION
Form 5500
FILING_RECEIVED
COMMUNITYAMERICA CREDIT UNION 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
10 service providers
Active participants
1,067
Accounts w/ balance
2,401
Plan assets (EOY)
$577.8M
Net assets (EOY)
$577.0M
How this plan invests
This plan
30 pooled trusts
Schedule D
94 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
88
Participation health
100
Knocking points off
- 10 bps in Schedule C fees — 65% above peer band of 6 bps.
- Highly fragmented vendor stack (10 disclosed providers, 5 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITYAMERICA CREDIT UNION.
Plan sponsor
Name
COMMUNITYAMERICA CREDIT UNION
EIN
44-6015072
Address
9777 RIDGE DRIVE · LENEXA, KS · 62219
Phone
(913) 905-8047
Industry
Finance & Insurancesee all
Plan administrator
Name
DIRECTED ACCOUNT PLAN
EIN
75-6646952
City
LENEXA, KS
Phone
(314) 739-7373
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $94K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | CONSULTANT | $97K | — |
| VINCENT LOMBARDI | 52-1529689 | — | ADVISOR | $21K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | ACCOUNTING | $37K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOMPSON COBURN LLP | 43-0666662 | — | LAW FIRM | $12K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXECUTIVE DIRECTOR | 52-1529689 | — | EMPLOYEE | $206K | — |
| IMA FINANCIAL GROUP | 48-0805634 | — | FIDUCIARY LIABIL INSURER | $52K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $39K | — |
| PARAGON OFFICE PROPERTY GROUP LLC | 83-0526215 | — | LANDLORD | $8K | — |
| MARCO | 47-5342615 | — | COPY MACHINE LEASE | $7K | — |
Investments
59 direct securities · 30 pooled funds· $672.6M(100% of reported assets)
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.
Common Collective Trust
$354.6M
29 holdings
Uncategorized
$317.4M
59 holdings
Pooled Separate Account
$539K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $24.0M | 4.2% | |
| Fidelity Growth Company Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $13.0M | 2.2% | |
| IGT Invesco Short Term Bond Fund | — | — | — | $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 | — | — | — | $11.8M | 2.0% | |
| IGT Invesco Short Term Bond Fund | — | — | — | $11.6M | 2.0% | |
| IGT Invesco Short Term Bond Fund | — | — | — | $11.4M | 2.0% | |
| Vanguard Target Retirement Income Fund | — | — | — | $10.8M | 1.9% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $10.3M | 1.8% | |
| Invesco Government & Agency Portfolio Short-Term Investments Trust | — | — | — | $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 | — | — | — | $8.7M | 1.5% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $5.3M | 0.9% | |
| IGT Jennison Intermediate Fund | — | — | — | $4.5M | 0.8% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $4.4M | 0.8% | |
| State Street Developed Real Estate Securities Index Non-Lending Series Fund | — | — | — | $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 | — | — | — | $4.3M | 0.7% | |
| Frontier MFG Core Infrastructure Fund | — | — | — | $3.6M | 0.6% | |
| Segall Bryant & Hamill Small Cap Value Fund | — | — | — | $3.6M | 0.6% | |
| Janus Henderson Enterprise Fund | — | — | — | $3.4M | 0.6% | |
| Fidelity Small Cap Growth Fund | — | — | — | $3.3M | 0.6% | |
| BOSTON PARTNERS LARGE CAP VALUE EQU BOSTON PARTNERS TRUST COMPANY · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $3.3M | 0.6% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $2.6M | 0.5% | |
| Vanguard Short Term Inflation Protected Securities Index Fund | — | — | — | $2.6M | 0.5% | |
| BLOOMBERG ROLL SELECT COMMODITY IND STATE STREET GLOBAL ADVISORS TRUST CO. · EIN 90-0337987 / PN 389 | Common Collective Trust | — | — | $2.6M | 0.4% | |
| Participant Loans (interest rate range 3.25% - 9.50%) | — | — | — | $2.5M | 0.4% | |
| IGT Jennison Intermediate Fund | — | — | — | $2.5M | 0.4% | |
| IGT Jennison Intermediate Fund | — | — | — | $2.3M | 0.4% | |
| IGT Loomis Sayles Intermediate Fund | — | — | — | $2.3M | 0.4% | |
| IGT Invesco Core Fixed Income Fund | — | — | — | $2.2M | 0.4% | |
| IGT Jennison Intermediate Fund | — | — | — | $2.2M | 0.4% | |
| IGT Loomis Sayles Core Fixed Income Fund | — | — | — | $1.9M | 0.3% | |
| IGT Dodge & Cox Core Fixed Income Fund | — | — | — | $1.9M | 0.3% | |
| S&P GLOBAL LARGEMIDCAP NATURAL RESO STATE STREET GLOBAL ADVISORS TRUST CO. · EIN 90-0337987 / PN 416 | Common Collective Trust | — | — | $1.9M | 0.3% | |
| IGT Loomis Sayles Core Fixed Income Fund | — | — | — | $1.9M | 0.3% | |
| IGT Dodge & Cox Core Fixed Income Fund | — | — | — | $1.8M | 0.3% | |
| IGT Jennison Intermediate Fund | — | — | — | $1.7M | 0.3% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $1.7M | 0.3% | |
| American Funds New Perspective Fund | — | — | — | $1.6M | 0.3% | |
| IGT Loomis Sayles Core Fixed Income Fund | — | — | — | $1.5M | 0.3% | |
| IGT Dodge & Cox Core Fixed Income Fund | — | — | — | $1.5M | 0.3% | |
| IGT Loomis Sayles Intermediate Fund | — | — | — | $1.3M | 0.2% | |
| IGT Loomis Sayles Core Fixed Income Fund | — | — | — | $1.3M | 0.2% | |
| IGT Dodge & Cox Core Fixed Income Fund | — | — | — | $1.3M | 0.2% | |
| IGT Invesco Core Fixed Income Fund | — | — | — | $1.2M | 0.2% | |
| Goldman Sachs Small Cap Value Fund | — | — | — | $1.1M | 0.2% | |
| IGT Loomis Sayles Intermediate Fund | — | — | — | $1.1M | 0.2% | |
| IGT Loomis Sayles Intermediate Fund | — | — | — | $1.0M | 0.2% | |
| CEREDEX MID CAP VALUE EQUITY TRUST VIRTUS COLLECTIVE INVESTMENT TRUST II · EIN 45-1286900 / PN 046 | Common Collective Trust | — | — | $953K | 0.2% | |
| IGT Loomis Sayles Intermediate Fund | — | — | — | $871K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $621K | 0.1% | |
| Columbia High Yield Bond Fund | — | — | — | $540K | <0.1% | |
| MetWest Core Plus Bond Fund (IS Platform) | — | — | — | $539K | <0.1% | |
| METROPOLITAN WEST TOTAL RETURN BOND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 826 | Pooled Separate Account | — | — | $539K | <0.1% | |
| Lazard International Strategic Equity Portfolio | — | — | — | $291K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio | — | — | — | $287K | <0.1% | |
| AB Global Bond Fund | — | — | — | $33K | <0.1% |
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