Jessica Martinez signed Soarion Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Soarion Credit Union's EIN is 74-1181644.
Download the official 2024 Form 5500 (PDF) for Soarion Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Soarion Credit Union's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEMBERS CAPITAL ADVISORS, INC. | 42-0388260 | — | NONE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CUNA Mutual CMFG Stable Value A51 | Stable Value | — | $3.4M | $4.5M | 18.6% | |
| Vanguard Developed Market Index Admiral | Mutual Funds | — | $2.8M | $3.2M | 13.3% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | $989K | $2.6M | 10.6% | |
| Dimensional Fund Advisors DFA US Large Cap Value I | Mutual Funds | — | $1.8M | $2.4M | 10.0% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | $1.1M | $2.2M | 9.1% | |
| Dimensional Fund Advisors DFA US Small Cap I | Mutual Funds | — | $1.4M | $2.1M | 8.5% | |
| Putnam High Yield Y | Mutual Funds | — | $2.0M | $1.9M | 7.9% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund | Other securities | — | $902K | $1.8M | 7.3% | |
| Dimensional Fund Advisors DFA Emerging Markets I | Mutual Funds | — | $1.5M | $1.6M | 6.8% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | $1.4M | $1.2M | 5.0% | |
| Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | $615K | $686K | 2.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
