Jennifer Storey signed State Employees' Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
State Employees' Credit Union's EIN is 56-0475645.
Download the official 2024 Form 5500 (PDF) for State Employees' Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)State Employees' Credit Union's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $437K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $53K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | $136.8M | $164.4M | 10.5% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | $105.4M | $125.5M | 8.0% | |
| SECU RET SAVINGS ACC | Other securities | — | $124.0M | $124.0M | 7.9% | |
| FID 500 INDEX | Common Collective Trusts | — | $74.4M | $120.8M | 7.7% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | $100.2M | $120.3M | 7.7% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | $101.7M | $114.9M | 7.3% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | $93.5M | $109.6M | 7.0% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | $81.0M | $93.1M | 5.9% | |
| FID BLUE CHIP GR K6 | Mutual Funds | — | $45.7M | $89.0M | 5.7% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | $56.4M | $88.5M | 5.6% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | $48.0M | $53.3M | 3.4% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | $40.1M | $48.0M | 3.1% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | $33.6M | $36.4M | 2.3% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $33.4M | 2.1% | |
| FID LOW-PRICED ST K6 | Mutual Funds | — | $23.1M | $27.0M | 1.7% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $14.1M | $18.3M | 1.2% | |
| FID INTL INDEX | Mutual Funds | — | $14.0M | $15.4M | 1.0% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | $12.0M | $13.3M | 0.9% | |
| FID INTL DISCOV K6 | Mutual Funds | — | $12.9M | $12.4M | 0.8% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | $9.2M | $10.7M | 0.7% | |
| 316067107 FIDELITY CASH RESERVES | Mutual Funds | — | $1 | $10.3M | 0.7% | |
| FID TOTAL BOND K6 | Mutual Funds | — | $8.7M | $8.6M | 0.6% | |
| TRP QM US SMCP GR I | Other securities | — | $7.0M | $7.9M | 0.5% | |
| MM MID CAP GRTH I | Other securities | — | $8.5M | $7.5M | 0.5% | |
| FID US BOND IDX | Common Collective Trusts | — | $7.9M | $7.4M | 0.5% | |
| VANG VMMR-FED MMKT | Other securities | — | $6.6M | $6.6M | 0.4% | |
| MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | $3.9M | $4.4M | 0.3% | |
| VICTORY S SMCO OP R6 | Other securities | — | $2.4M | $2.3M | 0.1% | |
| 316200104 FIDELITY GROWTH COMPANY | Mutual Funds | — | $40 | $1.9M | 0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | $1.5M | $1.8M | 0.1% | |
| 31617H805 FIDELITY MMKT PREMIUM CLASS | Mutual Funds | — | $1 | $1.7M | 0.1% | |
| 67066G104 NVIDIA CORP NFS LLC IS A MARKET | Common Stocks | — | $134 | $1.7M | 0.1% | |
| 023135106 AMAZON.COM INC NFS LLC IS A MARKET | Common Stocks | — | $219 | $1.5M | <0.1% | |
| 037833100 APPLE COMPUTER INC NFS LLC IS A MARKET | Common Stocks | — | $250 | $1.4M | <0.1% | |
| 060505104 BANK OF AMERICA CORP | Common Stocks | — | $44 | $1.3M | <0.1% | |
| 88160R101 TESLA MOTORS INC COM USD0.001 | Common Stocks | — | $404 | $1.2M | <0.1% | |
| 922908363 VANGUARD INDEX FDS FORMERLY VANGUARD | Mutual Funds | — | $539 | $1.1M | <0.1% | |
| 315911750 FIDELITY 500 INDEX INSTITUTIONAL PREM | Common Collective Trusts | — | $204 | $969K | <0.1% | |
| 922908769 VANGUARD INDEX TR VANGUARD TOTAL STK | Mutual Funds | — | $290 | $965K | <0.1% | |
| 464287101 ISHARES TR S&P 100 INDEX FUND | Common Collective Trusts | — | $289 | $953K | <0.1% | |
| 46438F101 ISHARES BITCOIN TR SHS | Common Stocks | — | $53 | $846K | <0.1% | |
| 007903107 ADVANCED MICRO DEVICES INC | Common Stocks | — | $121 | $710K | <0.1% | |
| 315948109 FIDELITY WISE ORIGIN BITCOIN FUND | Mutual Funds | — | $82 | $706K | <0.1% | |
| 78462F103 S & P 500 DEPOSITORY RECEIPT | Common Collective Trusts | — | $586 | $663K | <0.1% | |
| 316389105 FIDELITY OTC PORT | Mutual Funds | — | $21 | $594K | <0.1% | |
| 92826C839 VISA INC COM CL A | Common Stocks | — | $316 | $556K | <0.1% | |
| 666613PJ7 NORTHPOINTE BK GRAND RAPIDS MI CD | Other securities | — | $1 | $504K | <0.1% | |
| 315792655 FIDELITY FREEDOM 2035 | Mutual Funds | — | $16 | $459K | <0.1% | |
| 92202E862 VANGAURD TARGET RETIREMENT 2050 INVT | Other securities | — | $50 | $454K | <0.1% | |
| 31617H201 FIDELITY MONEY MARKET | Mutual Funds | — | $1 | $454K | <0.1% |
