Breanna Eskue signed Commonwealth Credit Union, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Commonwealth Credit Union, Inc.'s EIN is 61-0671028.
Download the official 2024 Form 5500 (PDF) for Commonwealth Credit Union, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Commonwealth Credit Union, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Fixed Income Guaranteed Option Fund, at contract value | Other securities | — | — | $3.8M | 18.7% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $3.6M | 17.8% | |
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.3M | 11.7% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.7M | 8.7% | |
| Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $1.2M | 5.8% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.0M | 5.1% | |
| American Funds American Funds New World Fund Class R-6 | Mutual Funds | — | — | $977K | 4.9% | |
| Principal Life Principal International I Separate Account | Pooled Separate Accounts | — | — | $962K | 4.8% | |
| PRIN INTL EQ SEPARATE ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $962K | 4.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $786K | 3.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $767K | 3.8% | |
| JPMorgan U.S. Equity Fund Class R6 | Other securities | — | — | $573K | 2.9% | |
| Invesco Small Cap Value R6 | Mutual Funds | — | — | $571K | 2.8% | |
| Victory Integrity Mid-Cap Value R6 | Other securities | — | — | $493K | 2.5% | |
| Vanguard Explorer Fund Admiral Shares | Mutual Funds | — | — | $454K | 2.3% | |
| Notes Receivable from Participants Loans to participants, interest rates ranging from 4.25% - 9.50% with various maturities | Bonds / Notes | — | — | $449K | 2.2% | |
| BNY Mellon BNY Mellon Small/Mid Cap Growth Fund Class Y | Other securities | — | — | $379K | 1.9% | |
| (E) | Other securities | — | — | $67K | 0.3% | |
| PGIM High Yield R6 | Other securities | — | — | $67K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
