Original filing (PDF)20250729084942NAL0001446739001

EGLIN FEDERAL CREDIT UNION

Name: EGLIN FEDERAL CREDIT UNION — EGLIN FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: EGLIN FEDERAL CREDIT UNION

Form 5500

FILING_RECEIVED

EGLIN FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 2

15% employer stockNo recordkeeper disclosed

Active participants

393

Accounts w/ balance

431

Plan assets (EOY)

$28.7M

Net assets (EOY)

$28.7M

How this plan invests

This plan

15 pooled trusts

Schedule D

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EGLIN FEDERAL CREDIT UNION.

Plan sponsor

Name

EGLIN FEDERAL CREDIT UNION

EIN

59-0724728

Address

838 EGLIN PARKWAY NE · FT WALTON BEACH, FL · 325472530

Phone

(850) 862-0111

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MML INVESTORS SERVICES LLC	04-2746212	—	OTHER SERVICES	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ADVISORS LLC	95-2755361	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Investments

40 direct securities · 15 pooled funds· $38.3M(100% of reported assets)

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.

Other securities

$21.0M

31 holdings

Pooled Separate Account

$13.2M

15 holdings

Common Stock

$3.5M

8 holdings

Participant loans

$556K

1 holding

					% of plan
Prin SmCap Growth I Sep Acct-Z	Other securities	—	$0	$4.0M	13.8%
PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	—	—	$4.0M	13.8%
Am Fds 2050 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$2.6M	9.1%
Am Fds 2055 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$2.3M	8.0%
Am Fds 2060 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$2.0M	7.0%
PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020	Pooled Separate Account	—	$0	$1.6M	5.7%
Am Fds 2065 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$1.6M	5.5%
MFS Value R6 Fund	Other securities	—	$0	$1.5M	5.4%
PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133	Pooled Separate Account	—	—	$1.5M	5.4%
Amer Funds Amer Bal R6 Fd	Other securities	—	$0	$1.3M	4.4%
PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024	Pooled Separate Account	—	$0	$1.1M	3.8%
Am Fds 2020 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$911K	3.2%
PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015	Pooled Separate Account	—	—	$857K	3.0%
Prin Fin Grp, Inc. Stock SA-R6	Common Stock	—	$0	$857K	3.0%
Am Fds 2025 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$852K	3.0%
Prin Real Estate Secs SA-Z	Common Stock	—	$0	$848K	3.0%
PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029	Pooled Separate Account	—	—	$848K	3.0%
PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005	Pooled Separate Account	—	—	$829K	2.9%
Prin Equity Income SA-Z	Common Stock	—	$0	$829K	2.9%
PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043	Pooled Separate Account	—	—	$713K	2.5%
Prin Liquid Assets Sep Acct-Z	Other securities	—	$0	$713K	2.5%
PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	—	—	$663K	2.3%
Prin LgCp S&P 500 Index SA-Z	Common Stock	—	$0	$663K	2.3%
Participant Loans	Participant loans	—	$0	$556K	1.9%
Am Fds 2030 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$520K	1.8%
Hartford Core Equity R6 Fund	Other securities	—	$0	$480K	1.7%
PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120	Pooled Separate Account	—	$0	$453K	1.6%
Am Fds 2035 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$442K	1.5%
Am Fds 2015 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$366K	1.3%
PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096	Pooled Separate Account	—	$0	$241K	0.8%
Hartford Bal Income R6 Fund	Other securities	—	$0	$224K	0.8%
Am Fds 2010 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$219K	0.8%
Am Fds 2040 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$191K	0.7%
PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070	Pooled Separate Account	—	$0	$188K	0.7%
Guaranteed Interest	Other securities	—	$0	$182K	0.6%
JP Morgan Mid Cap Eq R6 Fund	Other securities	—	$0	$165K	0.6%
Am Fds 2045 Trgt Dte Rtm R6 Fd	Other securities	—	$0	$158K	0.6%
PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095	Pooled Separate Account	—	—	$156K	0.5%
Prin MidCap S&P 400 Idx SA-Z	Common Stock	—	$0	$156K	0.5%
Invesco Core Bond R6 Fund	Other securities	—	$0	$141K	0.5%
Fid Adv Strat Div & Inc Z Fd	Common Stock	—	$0	$80K	0.3%
Fidelity Advisor Ltd Trm Bnd Z	Common Stock	—	$0	$71K	0.2%
Am Fds Grth Fd of Am R6 Fund	Other securities	—	$0	$56K	0.2%
American Funds NewPrsp R6 Fnd	Other securities	—	$0	$31K	0.1%
Franklin DynaTech R6 Fund	Other securities	—	$0	$29K	0.1%
iShs Russ 2000 SC Index K Fund	Other securities	—	$0	$17K	<0.1%
BNYM Natural Resources I Fund	Other securities	—	$0	$17K	<0.1%
AMERICAN FUNDS 2070 TDR R6 FD	Other securities	—	$0	$17K	<0.1%
PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086	Pooled Separate Account	—	—	$11K	<0.1%
Prin Core Plus Bond Sep Acct-Z	Other securities	—	$0	$11K	<0.1%