Tommy Horst signed Meritrust Federal Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Meritrust Federal Credit Union's EIN is 48-0570799.
Download the official 2024 Form 5500 (PDF) for Meritrust Federal Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Meritrust Federal 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $16K | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $34.6M | 93.5% | |
| Vanguard 500 Index Fund Adm | Common Collective Trusts | — | — | $8.1M | 21.8% | |
| MFS Growth Fund R6 | Mutual Funds | — | — | $3.9M | 10.6% | |
| American Funds Wash Mutual R6 | Mutual Funds | — | — | $2.8M | 7.5% | |
| Voya Intermediate Bond Fund R6 | Other securities | — | — | $2.8M | 7.5% | |
| Vanguard Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $2.7M | 7.3% | |
| American Funds EuroPacific R6 | Mutual Funds | — | — | $1.8M | 4.8% | |
| ClrBrg Small Cap Growth Fund IS | Other securities | — | — | $1.6M | 4.3% | |
| Vanguard Tot Int Stock In F Adm | Mutual Funds | — | — | $1.5M | 4.1% | |
| Voya Fixed Account (4062) | Other securities | — | — | $1.2M | 3.2% | |
| MyCompass American Funds 2050 Fd R | Mutual Funds | — | — | $1.0M | 2.8% | |
| MyCompass American Funds 2055 Fd R | Mutual Funds | — | — | $895K | 2.4% | |
| MyCompass American Funds 2060 Fd R | Mutual Funds | — | — | $796K | 2.1% | |
| MyCompass American Funds 2030 Fd R | Mutual Funds | — | — | $760K | 2.1% | |
| Eaton Vance Inc Fund of Bstn R6 | Common Stocks | — | — | $739K | 2.0% | |
| MyCompass American Funds 2045 Fd R | Mutual Funds | — | — | $717K | 1.9% | |
| through August 2034 | Other securities | — | — | $672K | 1.8% | |
| PIMCO Income Fund Ins | Mutual Funds | — | — | $668K | 1.8% | |
| Vanguard LifeStrat Md Grw Fd Inv | Mutual Funds | — | — | $591K | 1.6% | |
| DFA US Targeted Vl Port Ins | Mutual Funds | — | — | $530K | 1.4% | |
| MyCompass American Funds 2065 Fd R | Mutual Funds | — | — | $405K | 1.1% | |
| MyCompass American Funds 2035 Fd R | Mutual Funds | — | — | $400K | 1.1% | |
| DFA Infl-Prot Sec Port Ins | Mutual Funds | — | — | $355K | 1.0% | |
| DFA Global Real Est Sec Pt Ins | Mutual Funds | — | — | $349K | 0.9% | |
| DFA Emerging Markets Pt Ins | Mutual Funds | — | — | $337K | 0.9% | |
| MyCompass American Funds 2025 Fd R | Mutual Funds | — | — | $238K | 0.6% | |
| MyCompass American Funds 2040 Fd R | Mutual Funds | — | — | $232K | 0.6% | |
| AB Global Bond Fund Z | Other securities | — | — | $154K | 0.4% | |
| PIMCO Commodity Strat Fund Ins | Mutual Funds | — | — | $101K | 0.3% | |
| MyCompass American Funds 2010 Fd R 100 * MyCompass American Funds 2020 Fd R | Mutual Funds | — | — | $54K | 0.1% | |
| DFA Intl Small Comp Port Ins | Mutual Funds | — | — | $40K | 0.1% | |
| Vanguard LifeStrat Grw Fd Inv | Mutual Funds | — | — | $33K | <0.1% | |
| Voya Gov Money Market F A (Hold Acct) | Cash / Money Market | — | — | $28K | <0.1% | |
| Vanguard LifeStrat Cnsrv Grw Fd Inv | Mutual Funds | — | — | $24K | <0.1% | |
| Vanguard LifeStrat Inc Fd Inv | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ERISA SERVICES MIDWEST, LLC | — | FARRAGUT, TN | TPA | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES MIDWEST LLC | 84-2028419 | — | SERVICE PROVIDER | $27K | — |
