Brian Palmer signed Midflorida Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Midflorida Credit Union's EIN is 59-6194363.
Download the official 2024 Form 5500 (PDF) for Midflorida Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Midflorida 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | 20-1181458 | — | THIRD PARTY ADMINISTRATOR | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT- SEPARATE ACCOUNT D VOYA LIFE INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $48.5M | 52.7% | |
| Vanguard Vangrd 500 Index Fund Adm # | Common Collective Trusts | — | — | $13.2M | 14.4% | |
| Vanguard Vangrd Growth Index Fund Adm # | Common Collective Trusts | — | — | $10.5M | 11.4% | |
| MYCOMPASS IND MOD 2045 FD R6 GREAT GRAY TRUST COMPANY · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $10.0M | 10.9% | |
| MYCOMPASS IND MOD 2035 FD R6 GREAT GRAY TRUST COMPANY · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $9.6M | 10.5% | |
| MYCOMPASS IND MOD 2055 FD R6 GREAT GRAY TRUST COMPANY · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $7.6M | 8.3% | |
| Vanguard Vangrd Ext Mrkt Indx F Adm # | Mutual Funds | — | — | $5.2M | 5.7% | |
| Voya Fixed Account (4062) # | Other securities | — | — | $5.2M | 5.6% | |
| Vanguard Vangrd LifeStrat Grw Fd Inv # | Mutual Funds | — | — | $4.7M | 5.1% | |
| MYCOMPASS IND MOD 2065 FD R6 GREAT GRAY TRUST COMPANY · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $3.8M | 4.2% | |
| Vanguard Vangrd Tot Int Stk In F Adm # | Mutual Funds | — | — | $3.7M | 4.0% | |
| Participant loans Range of interest rates - 4.25% to 10.50% with various maturities - | Bonds / Notes | — | — | $3.5M | 3.8% | |
| Vanguard Vangrd Value Index Fd # | Mutual Funds | — | — | $3.3M | 3.6% | |
| Great Gray Trust Company, LLC MyCompass Index Moderate Retirement Fund R6 # | Common Stocks | — | — | $3.3M | 3.6% | |
| MYCOMPASS IND MOD RET FD R6 GREAT GRAY TRUST COMPANY · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $3.3M | 3.6% | |
| Vanguard Vangrd LifeStrat Md Grw Fd Inv # | Mutual Funds | — | — | $2.8M | 3.0% | |
| Vanguard Vangrd Total Bd Makt Ind Fd Adm # | Mutual Funds | — | — | $1.7M | 1.9% | |
| Vanguard Vangrd LifeStrat Cns Gr Fd Inv # | Mutual Funds | — | — | $730K | 0.8% | |
| Invesco Floating Rate ESG F R6 # | Mutual Funds | — | — | $696K | 0.8% | |
| PIMCO Short-Term Fund Ins # | Mutual Funds | — | — | $617K | 0.7% | |
| Vanguard Vangrd Real Estate Index Adm # | Mutual Funds | — | — | $606K | 0.7% | |
| Vanguard Vangrd Infl-Prt Secs Fund Adm # | Mutual Funds | — | — | $484K | 0.5% | |
| MAP CONTRACT- SEPARATE ACCOUNT D VOYA LIFE INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $374K | 0.4% | |
| Vanguard Vangrd LifeStrat Inc Fd Inv # | Mutual Funds | — | — | $204K | 0.2% | |
| Voya Lifetime Inc Prt 2030 III # | Common Stocks | — | — | $138K | 0.1% | |
| Voya Lifetime Inc Prt 2040 III # | Common Stocks | — | — | $106K | 0.1% | |
| MYCOMPASS IND AGG 2065 FD R6 GREAT GRAY TRUST COMPANY · EIN 38-7271384 / PN 765 | Common Collective Trust | — | — | $73K | <0.1% | |
| Voya Lifetime Inc Prt 2055 III # | Common Stocks | — | — | $58K | <0.1% | |
| Voya Gv Mny Mkt F A (Hid Acct) # | Other securities | — | — | $49K | <0.1% | |
| Fidelity Government Money Market Fund K6 # | Mutual Funds | — | — | $46K | <0.1% | |
| Voya Lifetime Inc Prt 2020 III # | Common Stocks | — | — | $36K | <0.1% | |
| Voya Lifetime Inc Prt 2045 III # | Common Stocks | — | — | $30K | <0.1% | |
| MYCOMPASS IND AGG 2055 FD R6 GREAT GRAY TRUST COMPANY · EIN 38-4097330 / PN 476 | Common Collective Trust | — | — | $10K | <0.1% | |
| Voya Lifetime Inc Prt 2050 III # | Common Stocks | — | — | $6K | <0.1% | |
| MYCOMPASS IND AGG 2045 FD R6 GREAT GRAY TRUST COMPANY · EIN 38-4097329 / PN 475 | Common Collective Trust | — | — | $6K | <0.1% | |
| Great Gray Trust Company, LLC MyCompass Index Aggressive Reitirement Fund R6 # | Common Stocks | — | — | $3K | <0.1% | |
| MYCOMPASS IND AGG RET FD R6 GREAT GRAY TRUST COMPANY · EIN 38-4097326 / PN 472 | Common Collective Trust | — | — | $3K | <0.1% | |
| MYCOMPASS IND AGG 2035 FD R6 GREAT GRAY TRUST COMPANY · EIN 38-4097328 / PN 474 | Common Collective Trust | — | — | $1K | <0.1% | |
| MYCOMPASS IND CNS 2055 FD R6 GREAT GRAY TRUST COMPANY · EIN 38-4097340 / PN 486 | Common Collective Trust | — | — | $703 | <0.1% | |
| MYCOMPASS IND CNS 2035 FD R6 GREAT GRAY TRUST COMPANY · EIN 38-4097338 / PN 484 | Common Collective Trust | — | — | $365 | <0.1% |
