Danielle Mahoney signed Insight Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Insight Credit Union's EIN is 59-0626648.
Download the official 2024 Form 5500 (PDF) for Insight Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Insight 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $35K | — |
| RAYMOND JAMES & ASSOCIATES, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX I GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | $1.8M | $2.7M | 29.7% | |
| BLACKROCK EAFE EQUIRT IDX FEE CL R GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | $1.1M | $1.3M | 14.4% | |
| Key Guaranteed Portfolio Fund Guaranteed Acct Key Guar Portf | Other securities | — | $1.0M | $1.1M | 12.1% | |
| BLACKROCK US DEBT INDEX I GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | $971K | $970K | 10.6% | |
| BLACKROCK RUSSELL 2000 INDEX FD R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | $815K | $907K | 10.0% | |
| BLACKROCK US TIPS INDEX 1 GREAT GRAY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | $444K | $461K | 5.1% | |
| MyWayRetirement Real Est Fd R Common Collective Trust 1 MyWayRetirement SmCp Grwth R Common Collective Trust | Common Collective Trusts | — | $328K | $346K | 3.8% | |
| MYWAYRETIREMENT SM CAP GRW FD CL R GREAT GRAY · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $346K | 3.8% | |
| MyWayRetirement Index 2060R Common Collective Trust 650 MyWay Retirement Itl Val FD CL Common Collective Trust | Common Collective Trusts | — | $278K | $314K | 3.4% | |
| MYWAYRETIREMENT INTL VALUE FD CL RJ GREAT GRAY · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $314K | 3.4% | |
| Participant Loans Mature 2022-2032,int. 3.25-8.5 | Participant loans | — | $199K | $199K | 2.2% | |
| MyWayRetirment SmCp Val Fd R Common Collective Trust | Common Collective Trusts | — | $165K | $193K | 2.1% | |
| MYWAYRETIREMENT SML CAP VAL FD CL R GREAT GRAY · EIN 85-3975085 / PN 651 | Common Collective Trust | — | — | $193K | 2.1% | |
| MyWayRetirment MdCp Grwth Fd R Common Collective Trust | Common Collective Trusts | — | $148K | $161K | 1.8% | |
| MYWAYRETIREMENT MIDCAP GRW FD CL R GREAT GRAY · EIN 38-4139870 / PN 648 | Common Collective Trust | — | — | $161K | 1.8% | |
| MYWAYRETIREMENT INTRNTL GRWTH R GREAT GRAY · EIN 38-4139868 / PN 000 | Common Collective Trust | — | $80K | $84K | 0.9% | |
| MyWayRetirment MdCap Val Fd R Common Collective Trust | Common Collective Trusts | — | $71K | $83K | 0.9% | |
| MYWAYRETIREMENT MIDCAP VAL FD CL R GREAT GRAY · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $83K | 0.9% | |
| MyWayRetirement Lg Cp Grwth R Common Collective Trust | Common Collective Trusts | — | $42K | $61K | 0.7% | |
| MYWAYRETIREMENT LRG CAP GRW FD CL R GREAT GRAY · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $61K | 0.7% | |
| MYWAYRETIREMENT LRG CAP VAL FD CL R GREAT GRAY · EIN 38-7264527 / PN 000 | Common Collective Trust | — | $51K | $61K | 0.7% | |
| MyWay Retirement Bal Fd CL R Common Collective Trust | Common Collective Trusts | — | $30K | $34K | 0.4% | |
| MYWAYRETIREMENT BALANCED FD CL R GREAT GRAY · EIN 38-4139866 / PN 000 | Common Collective Trust | — | — | $34K | 0.4% | |
| MYWAYRETIREMENT INDEX R GREAT GRAY · EIN 38-4065298 / PN 000 | Common Collective Trust | — | $26K | $26K | 0.3% | |
| MyWay Retirement Index 2035R Common Collective Trust | Common Collective Trusts | — | $15K | $21K | 0.2% | |
| MYWAYRETIREMENT INDEX 2035 R GREAT GRAY · EIN 38-4065300 / PN 000 | Common Collective Trust | — | — | $21K | 0.2% | |
| MyWayRetirement Cor Bd Fd CLR Common Collective Trust | Common Collective Trusts | — | $16K | $16K | 0.2% | |
| MYWAYRETIREMENT CORE BND FD CL R GREAT GRAY · EIN 38-4139867 / PN 645 | Common Collective Trust | — | — | $16K | 0.2% | |
| MyWay Retirement Index 2055R Common Collective Trust | Common Collective Trusts | — | $12K | $15K | 0.2% | |
| MYWAYRETIREMENT INDEX 2055 R GREAT GRAY · EIN 38-4065302 / PN 000 | Common Collective Trust | — | — | $15K | 0.2% | |
| MYWAYRETIREMENT INDEX 2040 R GREAT GRAY · EIN 38-4065295 / PN 000 | Common Collective Trust | — | $3K | $3K | <0.1% | |
| MyWay Retirement Index 2045R Common Collective Trust | Common Collective Trusts | — | $2K | $2K | <0.1% | |
| MYWAYRETIREMENT INDEX 2045 R GREAT GRAY · EIN 38-4065301 / PN 000 | Common Collective Trust | — | — | $2K | <0.1% | |
| MYWAYRETIREMENT INDEX 2050 R GREAT GRAY · EIN 48-4065307 / PN 000 | Common Collective Trust | — | $1K | $2K | <0.1% | |
| MYWAYRETIREMENT INDEX 2060 R GREAT GRAY · EIN 38-4065297 / PN 000 | Common Collective Trust | — | — | $650 | <0.1% | |
| MYWAYRETIREMENT INDEX 2065 R GREAT GRAY · EIN 38-4139859 / PN 000 | Common Collective Trust | — | — | $340 | <0.1% | |
| MYWAYRETIREMENT MULTISECT BOND FD R GREAT GRAY · EIN 38-4139871 / PN 649 | Common Collective Trust | — | — | $44 | <0.1% | |
| MYWAYRETIREMENT GLBL BOND FD CL R GREAT GRAY · EIN 38-7264531 / PN 694 | Common Collective Trust | — | — | $2 | <0.1% | |
| MYWAYRETIREMENT REAL EST FD CL R GREAT GRAY · EIN 38-7264530 / PN 693 | Common Collective Trust | — | — | $1 | <0.1% | |
| BLACKROCK MIDCAP EQITY IDX FD CL I GREAT GRAY · EIN 20-3802327 / PN 000 | Common Collective Trust | — | — | $1 | <0.1% | |
| MYWAYRETIREMENT INDEX 2025 R GREAT GRAY · EIN 38-4065299 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYWAYRETIREMENT COMMODITIES FD CL R GREAT GRAY · EIN 38-7264532 / PN 695 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ST. PETERSBURG, FL |
| INVESTMENT ADVISOR |
| $31K |
| — |
