Addition Financial Credit Union DBA Addition Financial's EIN is 59-0678236.
Download the official 2024 Form 5500 (PDF) for Addition Financial Credit Union DBA Addition Financial from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Addition Financial Credit Union DBA Addition Financial'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $70K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $47.5M | 94.6% | |
| MN Life Insurance Co. Securian AM S&P 500 Index - Pooled Separate Account # | Pooled Separate Accounts | — | — | $12.4M | 24.6% | |
| MN Life Insurance Co. Vanguard LifeStrategy Mod Gro - Pooled Separate Account # | Pooled Separate Accounts | — | — | $5.7M | 11.3% | |
| MN Life Insurance Co. Nuveen INTL EQ IDX R6 # | Common Collective Trusts | — | — | $4.8M | 9.5% | |
| MN Life Insurance Co. Vanguard Small-Cap Index Adm - Pooled Separate Account # | Pooled Separate Accounts | — | — | $3.4M | 6.8% | |
| MN Life Insurance Co. Disciplined Gro Mid Cap Gro - Pooled Separate Account # | Pooled Separate Accounts | — | — | $2.5M | 4.9% | |
| MN Life Insurance Co. JPMorgan Large Cap Growth - Pooled Separate Account # | Pooled Separate Accounts | — | — | $2.2M | 4.4% | |
| MN Life Insurance Co. Vanguard STerm Bond Index Adm - Pooled Separate Account # | Pooled Separate Accounts | — | — | $2.1M | 4.1% | |
| MN Life Insurance Co. DFA Infl-Protected Sec Port, I - Pooled Separate Account # | Pooled Separate Accounts | — | — | $2.0M | 4.0% | |
| MN Life Insurance Co. Columbia Contrarian Core - Pooled Separate Account # | Pooled Separate Accounts | — | — | $1.7M | 3.4% | |
| MN Life Insurance Co. General Account 2 # | Common Stocks | — | — | $1.6M | 3.3% | |
| MN Life Insurance Co. Vanguard LifeStrategy Growth - Pooled Separate Account # | Pooled Separate Accounts | — | — | $1.3M | 2.5% | |
| MN Life Insurance Co. Colmb Glbl Tech Gr - Pooled Separate Account # | Pooled Separate Accounts | — | — | $1.2M | 2.4% | |
| MN Life Insurance Co. Vanguard Cash RSRV FED MM ADM # | Mutual Funds | — | — | $1.2M | 2.4% | |
| MN Life Insurance Co. Schwb Fndmntl US Lg Co Indx - Pooled Separate Account # | Pooled Separate Accounts | — | — | $1.0M | 2.1% | |
| MN Life Insurance Co. Hood River Sm-Cap Gr Instl - Pooled Separate Account # | Pooled Separate Accounts | — | — | $942K | 1.9% | |
| MN Life Insurance Co. William Blair Lg Cap Gr I - Pooled Separate Account # | Pooled Separate Accounts | — | — | $772K | 1.5% | |
| MN Life Insurance Co. T. Rowe Price Health Sciences - Pooled Separate Account # | Pooled Separate Accounts | — | — | $569K | 1.1% | |
| MN Life Insurance Co. Fidelity Lg Cap Val Idx - Pooled Separate Account # | Pooled Separate Accounts | — | — | $540K | 1.1% | |
| MN Life Insurance Co. DFA International Value Port - Pooled Separate Account # | Pooled Separate Accounts | — | — | $500K | 1.0% | |
| MN Life Insurance Co. Thrivent Mid Cap Stock A - Pooled Separate Account # | Pooled Separate Accounts | — | — | $409K | 0.8% | |
| MN Life Insurance Co. Vanguard LifeStrategy Cons Gro - Pooled Separate Account # | Pooled Separate Accounts | — | — | $405K | 0.8% | |
| MN Life Insurance Co. Vanguard LgTrm InvGr Fd Adm - Pooled Separate Account # | Pooled Separate Accounts | — | — | $401K | 0.8% | |
| MN Life Insurance Co. MFS Mid Cap Value R3 # | Mutual Funds | — | — | $385K | 0.8% | |
| MN Life Insurance Co. BNY Mellon Natural Resources I - Pooled Separate Account # | Pooled Separate Accounts | — | — | $353K | 0.7% | |
| MN Life Insurance Co. Janus Henderson Glb Life Sci I - Pooled Separate Account # | Pooled Separate Accounts | — | — | $296K | 0.6% | |
| MN Life Insurance Co. Fidelity Real Estate Index - Pooled Separate Account # | Pooled Separate Accounts | — | — | $230K | 0.5% | |
| MN Life Insurance Co. Federated Hermes Adj Rate IS - Pooled Separate Account # | Pooled Separate Accounts | — | — | $205K | 0.4% | |
| MN Life Insurance Co. Vgd Ttl Intl Bd Indx Admiral - Pooled Separate Account # | Pooled Separate Accounts | — | — | $59K | 0.1% | |
| MN Life Insurance Co. Loomis Syales Invstm Gr Bd Adm - Pooled Separate Account # | Pooled Separate Accounts | — | — | $49K | <0.1% | |
| MN Life Insurance Co. Vanguard Sm-Cap VAL IND ADM - Pooled Separate Account # | Pooled Separate Accounts | — | — | $46K | <0.1% | |
| MN Life Insurance Co. Impax Glbl Environ Mrkts Instl - Pooled Separate Account # | Pooled Separate Accounts | — | — | $45K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
