KIM St Amant signed Onpath Federal Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Onpath Federal Credit Union's EIN is 72-0838126.
Download the official 2024 Form 5500 (PDF) for Onpath Federal Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Onpath Federal Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUWEALTH ADVISORS LLC | 85-2031261 | — | ADVISOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $1.3M | 10.1% | |
| Fidelity Freedom 2050 K6 Mutual fund | Mutual Funds | — | — | $1.2M | 9.4% | |
| Fidelity Freedom 2030 K6 Mutual fund | Mutual Funds | — | — | $1.1M | 8.3% | |
| Fidelity Freedom 2040 K6 Mutual fund | Mutual Funds | — | — | $1.0M | 7.8% | |
| Fidelity Freedom 2025 K6 Mutual fund | Mutual Funds | — | — | $794K | 6.1% | |
| Fidelity Blue Chip Growth K6 Mutual fund | Mutual Funds | — | — | $762K | 5.8% | |
| Dodge and Cox Stock I Mutual fund | Mutual Funds | — | — | $649K | 5.0% | |
| Janus Henderson Multi-Sector Income Fund Mutual fund | Mutual Funds | — | — | $575K | 4.4% | |
| Fidelity Freedom 2055 K6 Mutual fund | Mutual Funds | — | — | $508K | 3.9% | |
| Fidelity Freedom 2035 K6 Mutual fund | Mutual Funds | — | — | $485K | 3.7% | |
| Fidelity Freedom 2045 K6 Mutual fund | Mutual Funds | — | — | $464K | 3.6% | |
| Fidelity Short Term Bond Index Mutual fund | Mutual Funds | — | — | $462K | 3.5% | |
| MFS International Diversification Fund Class R4 Mutual fund | Mutual Funds | — | — | $444K | 3.4% | |
| Fidelity Large Cap Growth Index Mutual fund | Mutual Funds | — | — | $426K | 3.3% | |
| Fidelity Extended Market Index Mutual fund | Mutual Funds | — | — | $349K | 2.7% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $327K | 2.5% | |
| AllianceBernstein Small Cap Growth I Mutual fund | Other securities | — | — | $324K | 2.5% | |
| Fidelity Freedom 2070 K6 Mutual fund 163 * Participant Loans, maturing 2025 to 2038 Interest rates ranging | Mutual Funds | — | — | $304K | 2.3% | |
| Blackrock Midcap Growth IS Mutual fund | Other securities | — | — | $285K | 2.2% | |
| Fidelity US Bond Index Mutual fund | Mutual Funds | — | — | $247K | 1.9% | |
| Hartford Schroders International Stk SDR Mutual fund 938 JP Morgan Large Cap Growth R4 Mutual fund | Other securities | — | — | $246K | 1.9% | |
| Fidelity Freedom 2060 K6 Mutual fund | Mutual Funds | — | — | $182K | 1.4% | |
| Fidelity Freedom 2015 K6 Mutual fund | Mutual Funds | — | — | $143K | 1.1% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class I Mutual fund | Other securities | — | — | $135K | 1.0% | |
| BlackRock Hi Yield Institutional Mutual fund | Other securities | — | — | $68K | 0.5% | |
| Fidelity Emerging Markets K6 Mutual fund | Mutual Funds | — | — | $59K | 0.5% | |
| Fidelity Freedom 2065 K6 Mutual fund | Mutual Funds | — | — | $52K | 0.4% | |
| Virtus KAR Mid-Cap Core Fund Class I Mutual fund | Other securities | — | — | $42K | 0.3% | |
| Fidelity Freedom 2020 K6 Mutual fund | Mutual Funds | — | — | $27K | 0.2% | |
| Fidelity Government Money Market K6 Money market | Mutual Funds | — | — | $25K | 0.2% | |
| Baird Aggregate Bond Fund Class Institutional Mutual fund | Other securities | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
