Robert Steensma signed Five Star Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Five Star Credit Union's EIN is 58-0960142.
Download the official 2024 Form 5500 (PDF) for Five Star Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Five Star Credit Union's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $29K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AB US LG GR W CIT G GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.7M | 13.0% | |
| Fidelity Investments FDM Index 2030 IPR | Mutual Funds | — | — | $1.7M | 13.0% | |
| Fidelity Investments FDM Index 2045 IPR | Mutual Funds | — | — | $1.2M | 9.1% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $1.1M | 8.5% | |
| Fidelity Investments FDM Index 2025 IPR | Mutual Funds | — | — | $781K | 5.9% | |
| Baron Capital Group Baron Focused Growth IS | Common Stocks | — | — | $726K | 5.5% | |
| Fidelity Investments FDM Index 2040 IPR | Mutual Funds | — | — | $708K | 5.3% | |
| Fidelity Investments FDM Index 2035 IPR | Mutual Funds | — | — | $704K | 5.3% | |
| Fidelity Investments FDM Index 2050 IPR | Mutual Funds | — | — | $700K | 5.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $624K | 4.7% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $400K | 3.0% | |
| Fidelity Investments Fidelity Balanced | Mutual Funds | — | — | $397K | 3.0% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $313K | 2.4% | |
| Goldman Sachs GS FS Government Fund R6 58 Janus Henderson J H Triton Fund Class T | Mutual Funds | — | — | $313K | 2.4% | |
| Fidelity Investments FDM Index 2055 IPR | Mutual Funds | — | — | $298K | 2.2% | |
| Fidelity Investments FDM Index 2060 IPR | Mutual Funds | — | — | $292K | 2.2% | |
| to 9.00% with maturity dates through 2033 | Bonds / Notes | — | — | $277K | 2.1% | |
| VOYA Intermediate Bond R6 | Other securities | — | — | $168K | 1.3% | |
| Fidelity Investments Fidelity Emerging Markets Index | Mutual Funds | — | — | $156K | 1.2% | |
| Alliance Bernstein AB Relative Value Z Fund | Other securities | — | — | $59K | 0.4% | |
| Fidelity Investments FDM Index 2065 IPR | Mutual Funds | — | — | $56K | 0.4% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $54K | 0.4% | |
| Fidelity Investments Fidelity Mid-Cap Index | Mutual Funds | — | — | $40K | 0.3% | |
| Fidelity Investments Fidelity Government Market 13 * Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
