Carla Harris signed American Eagle Financial Credit Union Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Eagle Financial Credit Union Incorporated's EIN is 47-2559616.
Download the official 2024 Form 5500 (PDF) for American Eagle Financial Credit Union Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Eagle Financial Credit Union Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
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 | RECORDKEEPER | $95K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) INC MERCER INVESTMENTS | — | CHICAGO, IL | INVESTMENT ADVISOR | $45K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Mass Mutual | Other securities | — | — | $17.8M | 26.6% | |
| BlackRock Global Investors | Other securities | — | — | $7.0M | 10.4% | |
| BlackRock Global Investors | Other securities | — | — | $5.3M | 7.9% | |
| T. Rowe Price | Other securities | — | — | $5.0M | 7.5% | |
| BlackRock Global Investors | Other securities | — | — | $4.2M | 6.2% | |
| Vanguard | Mutual Funds | — | — | $4.0M | 5.9% | |
| T. Rowe Price | Other securities | — | — | $2.9M | 4.3% | |
| BlackRock Global Investors | Other securities | — | — | $1.6M | 2.4% | |
| Vanguard | Mutual Funds | — | — | $1.5M | 2.3% | |
| Mass Mutual | Other securities | — | — | $1.5M | 2.3% | |
| Mass Mutual | Other securities | — | — | $1.5M | 2.3% | |
| BlackRock Global Investors | Other securities | — | — | $1.4M | 2.0% | |
| American Funds | Mutual Funds | — | — | $1.3M | 1.9% | |
| Vanguard | Mutual Funds | — | — | $1.3M | 1.9% | |
| BlackRock Global Investors | Other securities | — | — | $1.2M | 1.8% | |
| Vanguard | Mutual Funds | — | — | $1.1M | 1.7% | |
| Participant loans | Participant loans | — | — | $1.1M | 1.6% | |
| American Funds | Mutual Funds | — | — | $1.1M | 1.6% | |
| BlackRock Global Investors | Other securities | — | — | $793K | 1.2% | |
| TCW | Other securities | — | — | $741K | 1.1% | |
| Mass Mutual | Other securities | — | — | $729K | 1.1% | |
| T. Rowe Price | Other securities | — | — | $668K | 1.0% | |
| Virtus | Other securities | — | — | $618K | 0.9% | |
| Vanguard | Mutual Funds | — | — | $566K | 0.8% | |
| BlackRock Global Investors | Other securities | — | — | $551K | 0.8% | |
| Mass Mutual | Other securities | — | — | $548K | 0.8% | |
| T. Rowe Price | Other securities | — | — | $460K | 0.7% | |
| Mass Mutual | Other securities | — | — | $451K | 0.7% | |
| PIMCO | Mutual Funds | — | — | $32K | <0.1% | |
| BlackRock Global Investors | Other securities | — | — | $30K | <0.1% | |
| Mass Mutual | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
