Cynthia a Moran signed Security Service Federal Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Security Service Federal Credit Union's EIN is 74-1277697.
Download the official 2024 Form 5500 (PDF) for Security Service Federal Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Security Service 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $228K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | 36-4291971 | — | NONE | $100K | — |
| FORVIS, LLP | 44-0160260 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6: 457,751.716 shares | Other securities | — | $458K | $38.3M | 12.1% | |
| American Funds 2035 Target Date Retirement Fund Class R6: 1,296,051.526 shares | Mutual Funds | — | $1.3M | $24.7M | 7.8% | |
| American Funds 2050 Target Date Retirement Fund Class R6: 1,073,661.328 shares | Mutual Funds | — | $1.1M | $22.4M | 7.1% | |
| Security Service CD Fund: 1,405,020.851 shares | Other securities | — | $1.4M | $19.6M | 6.2% | |
| American Funds 2045 Target Date Retirement Fund Class R6: 910,256.629 shares | Mutual Funds | — | $910K | $19.3M | 6.1% | |
| American Funds 2040 Target Date Retirement Fund Class R6: 875,197.898 shares | Mutual Funds | — | $875K | $18.0M | 5.7% | |
| American Funds 2030 Target Date Retirement Fund Class R6: 1,023,853.509 shares | Mutual Funds | — | $1.0M | $17.7M | 5.6% | |
| American Funds Washington Mutual Investors Fund Class R6: 270,566.431 shares | Mutual Funds | — | $271K | $16.7M | 5.3% | |
| American Funds 2025 Target Date Retirement Fund Class R6: 1,086,956.250 shares | Mutual Funds | — | $1.1M | $16.5M | 5.2% | |
| JP MORGAN CORE BOND R6 Registered Investment Company | Common Stocks | — | $1.4M | $13.8M | 4.4% | |
| Fidelity 500 Index Fund: 62,059.616 shares | Common Collective Trusts | — | $62K | $12.7M | 4.0% | |
| PARTICIPANT LOANS (4.13% - 9.50%) | Bonds / Notes | — | — | $11.5M | 3.6% | |
| to 9.50%; Various Maturity Dates) | Bonds / Notes | — | — | $11.5M | 3.6% | |
| Vanguard Equity Income Admiral: 117,508.306 shares | Mutual Funds | — | $118K | $10.4M | 3.3% | |
| American Century Mid Cap Value Fund Class R6: 647,713.511 shares | Other securities | — | $648K | $10.1M | 3.2% | |
| American Funds 2055 Target Date Retirement Fund Class R6: 362,337.396 shares | Mutual Funds | — | $362K | $9.6M | 3.0% | |
| Goldman Sachs GQG Partners International Opportunities Fund: 464,846.677 shares | Common Stocks | — | $465K | $9.1M | 2.9% | |
| JPMorgan Mid Cap Growth Fund Class R6: 128,778.884 shares | Other securities | — | $129K | $6.7M | 2.1% | |
| American Funds 2060 Target Date Retirement Fund Class R6: 352,832.501 shares | Mutual Funds | — | $353K | $6.3M | 2.0% | |
| T. Rowe Price Overseas Stock : 393,730.555 shares | Other securities | — | $394K | $4.9M | 1.6% | |
| Dimensional U.S. Targeted Value CL I: 126,664.398 shares | Mutual Funds | — | $127K | $4.4M | 1.4% | |
| Schwab Money Market Deposit Account | Mutual Funds | — | — | $3.6M | 1.2% | |
| Vanguard Explorer Admiral Shares: 28,407.518 shares | Mutual Funds | — | $28K | $3.0M | 1.0% | |
| American Funds 2020 Target Date Retirement Fund Class R6: 191,126.573 shares | Mutual Funds | — | $191K | $2.6M | 0.8% | |
| American Funds 2065 Target Date Retirement Fund Class R6: 117,517.627 shares | Mutual Funds | — | $118K | $2.1M | 0.7% | |
| Invesco Real Estate Fund Class R6: 114,871.161 shares | Mutual Funds | — | $115K | $1.9M | 0.6% | |
| Vanguard Total Bond Market Index Fund Admiral: 194,682.914 shares | Common Collective Trusts | — | $195K | $1.8M | 0.6% | |
| AMERICAN FUND INFLTN LNKD BD Registered Investment Company | Common Stocks | — | — | $1.7M | 0.5% | |
| American Funds Inflation Linked Bond Fund: 182,705.193 shares | Mutual Funds | — | $183K | $1.7M | 0.5% | |
| Vanguard Emerging Markets Index Adm: 33,114.018 shares | Mutual Funds | — | $33K | $1.2M | 0.4% | |
| American Funds 2015 Target Date Retirement Fund Class R6: 97,122.880 shares | Mutual Funds | — | $97K | $1.2M | 0.4% | |
| Vanguard Small Cap Index Fund Admiral: 9,799.293 shares | Common Collective Trusts | — | $10K | $1.1M | 0.4% | |
| Vanguard Developed Market Index Adm: 57,870.726 shares | Mutual Funds | — | $58K | $889K | 0.3% | |
| Vanguard Mid Cap Index Fund Admiral: 2,707.240 shares | Common Collective Trusts | — | $3K | $885K | 0.3% | |
| American Funds 2010 Target Date Retirement Fund Class R6: 47,414.926 shares | Mutual Funds | — | $47K | $551K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $44K |
| — |
