Marissa Scheffler signed Generations Community Federal Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Generations Community Federal Credit Union's EIN is 74-1117333.
Download the official 2024 Form 5500 (PDF) for Generations Community Federal Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Generations Community Federal 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 |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | INV. MANAGEMENT | $29K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund | Mutual Funds | — | — | $2.4M | 15.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.8M | 11.2% | |
| Frost Tot al Return Bd | Other securities | — | — | $1.3M | 8.0% | |
| Fidelity Freedom Index 2045 IPR | Mutual Funds | — | — | $826K | 5.2% | |
| Fidelity Overseas | Mutual Funds | — | — | $820K | 5.1% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $736K | 4.6% | |
| GQG Emerging Markets Equity R6 | Other securities | — | — | $693K | 4.3% | |
| Janus Henderson Enterprise I | Mutual Funds | — | — | $639K | 4.0% | |
| CT STABLE INCOME FUND I-O FUND AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $601K | 3.8% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $600K | 3.8% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $569K | 3.6% | |
| Fidelity International Index | Mutual Funds | — | — | $558K | 3.5% | |
| Fidelity Us Bond Idx | Common Collective Trusts | — | — | $502K | 3.1% | |
| Fidelity Interim Treasury Bond Index | U.S. Treasuries | — | — | $473K | 3.0% | |
| Fidelity Total International Index | Mutual Funds | — | — | $450K | 2.8% | |
| Fidelity Freedom Index 2050 IPR | Mutual Funds | — | — | $361K | 2.3% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $336K | 2.1% | |
| Fidelity Freedom Index 2055 IPR | Mutual Funds | — | — | $290K | 1.8% | |
| Fidelity Balanced 311 * Fidelity Small Cap Growth | Mutual Funds | — | — | $259K | 1.6% | |
| Fidelity Freedom Index 2035 IPR | Mutual Funds | — | — | $251K | 1.6% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $249K | 1.6% | |
| American Beacon Small Cap Value R5 | Other securities | — | — | $225K | 1.4% | |
| Fidelity Freedom Index 2040 IPR | Mutual Funds | — | — | $215K | 1.3% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $149K | 0.9% | |
| Fidelity Freedom Index 2060 IPR | Mutual Funds | — | — | $133K | 0.8% | |
| Fidelity Freedom Index 2065 IPR | Mutual Funds | — | — | $114K | 0.7% | |
| Fidelity Freedom Index 2025 IPR | Mutual Funds | — | — | $107K | 0.7% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $84K | 0.5% | |
| Baird Short Term Bond | Other securities | — | — | $68K | 0.4% | |
| Fidelity Freedom Index 2030 IPR | Mutual Funds | — | — | $54K | 0.3% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $28K | 0.2% | |
| Fidelity Real Estate Invs | Mutual Funds | — | — | $20K | 0.1% | |
| Eaton Vance Fund Boston R6 | Other securities | — | — | $16K | <0.1% | |
| BlackRock Strategic Global Bond Inst | Other securities | — | — | $12K | <0.1% | |
| Fidelity Freedom Index INC IPR | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Freedom Index 2070 IPR | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
