Jessica Martinez signed Soarion Federal Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Soarion Federal Credit Union's EIN is 74-1181644.
Download the official 2024 Form 5500 (PDF) for Soarion Federal Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Soarion 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 |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $450K | 16.7% | |
| BlackRock Lifepath Index Retirement Portfolio | Other securities | — | — | $343K | 12.8% | |
| BlackRock Lifepath 2040 K | Other securities | — | — | $333K | 12.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $301K | 11.2% | |
| BlackRock Lifepath 2055 K | Other securities | — | — | $204K | 7.6% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $196K | 7.3% | |
| BlackRock Lifepath 2030 K | Other securities | — | — | $173K | 6.4% | |
| BlackRock Lifepath 2060 K | Other securities | — | — | $147K | 5.5% | |
| BlackRock Lifepath 2050 K | Other securities | — | — | $122K | 4.5% | |
| BlackRock Lifepath 2045 K | Other securities | — | — | $94K | 3.5% | |
| Trustage Financial Group Fully benefit-responsive investment contract, at contract value | Common Stocks | — | — | $82K | 3.1% | |
| Dimensional Fund Advisors DFA International Core Equity | Mutual Funds | — | — | $51K | 1.9% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $43K | 1.6% | |
| JP Morgan JPMorgan Equity Income R6 | Other securities | — | — | $42K | 1.5% | |
| BlackRock Lifepath 2065 K | Other securities | — | — | $26K | 1.0% | |
| BlackRock Lifepath 2035 K | Other securities | — | — | $22K | 0.8% | |
| Notes Receivable from Participants Loans to participants, interest rates ranging from 4.5% to 9.50% with various maturities | Bonds / Notes | — | — | $19K | 0.7% | |
| Dimensional Fund Advisors DFA US Small-cap Portfolio X | Mutual Funds | — | — | $13K | 0.5% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $11K | 0.4% | |
| Dodge & Cox Dodge & Cox Income | Mutual Funds | — | — | $10K | 0.4% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $5K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
