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 a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INST ASSET MGMT TRUST CO | 20-4659714 | — | INV. ADVISORY | $112K | — |
| FID MGMT TRUST CO | 04-2723880 | — | ACTUARIAL | $73K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIAM PENSION JOURNEY 70-30 COM PL FIDELITY INSTITUTIONAL ASSET MANAGMENT TRUST CO · EIN 20-4659714 / PN 151 | Common Collective Trust | — | $17.2M | $27.3M | 99.4% | |
| Fidelity Institutional Asset Management Government Portfolio Institution | Mutual Funds | — | $171K | $171K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
