Michelle Wilson signed Education Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Education Credit Union's EIN is 75-0693720.
Download the official 2024 Form 5500 (PDF) for Education Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Education Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INS. COMPANY | 01-0233346 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES | 95-2755361 | — | RIA | $4K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPERATE ACCOUNT A JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11.0M | 95.3% | |
| John Hancock Asset Management Multimanager Aggressive LS Fund - | Other securities | — | — | $3.1M | 26.5% | |
| John Hancock Asset Management Multimanager Growth LS Fund - | Other securities | — | — | $2.7M | 23.8% | |
| John Hancock Asset Management Multimanager Balanced LS Fund - | Other securities | — | — | $1.6M | 13.5% | |
| John Hancock Asset Management 500 Index Fund - | Common Collective Trusts | — | — | $813K | 7.0% | |
| Notes receivable from participants Notes receivable from participants; 4.25%-9.50% - | Bonds / Notes | — | — | $527K | 4.6% | |
| John Hancock Asset Management Multimanager Conservative LS Fund - | Other securities | — | — | $501K | 4.3% | |
| American Funds Group 2060 Target Date Fund - | Mutual Funds | — | — | $409K | 3.5% | |
| American Funds Group 2050 Target Date Fund - | Mutual Funds | — | — | $260K | 2.3% | |
| American Funds Group 2035 Target Date Fund - | Mutual Funds | — | — | $207K | 1.8% | |
| John Hancock Asset Management Disciplined Value Fund - | Other securities | — | — | $203K | 1.8% | |
| American Funds Group 2065 Target Date Fund - | Mutual Funds | — | — | $199K | 1.7% | |
| American Funds Group 2055 Target Date Fund - | Mutual Funds | — | — | $157K | 1.4% | |
| Vanguard Group, Inc. Total Bond Market Fund - | Mutual Funds | — | — | $142K | 1.2% | |
| Fidelity Investments Blue Chip Growth Fund - | Mutual Funds | — | — | $130K | 1.1% | |
| American Funds Group Capital World Growth Fund - | Mutual Funds | — | — | $122K | 1.1% | |
| American Funds Group 2045 Target Date Fund - | Mutual Funds | — | — | $107K | 0.9% | |
| Nuveen Financial Company Small Cap Blend Index Fund - | Common Collective Trusts | — | — | $78K | 0.7% | |
| American Funds Group 2020 Target Date Fund - | Mutual Funds | — | — | $64K | 0.6% | |
| American Funds Group Europac Growth Fund - | Mutual Funds | — | — | $58K | 0.5% | |
| American Funds Group 2040 Target Date Fund - | Mutual Funds | — | — | $37K | 0.3% | |
| Dimensional Fund Advisors International Small Company Fund - | Mutual Funds | — | — | $35K | 0.3% | |
| American Funds Group New World Fund - | Mutual Funds | — | — | $34K | 0.3% | |
| American Funds Group 2030 Target Date Fund - | Mutual Funds | — | — | $33K | 0.3% | |
| John Hancock Asset Management Disciplined Value Mid Cap Fund - | Other securities | — | — | $18K | 0.2% | |
| PGIM Investments Jennison Mid Cap Growth Fund - | Other securities | — | — | $17K | 0.1% | |
| John Hancock Asset Management Cash Account - | Cash / Money Market | — | — | $11K | <0.1% | |
| Fidelity Investments Mid Cap Index Fund - | Common Collective Trusts | — | — | $10K | <0.1% | |
| John Hancock Asset Management Multimanager Moderate LS Fund - | Other securities | — | — | $8K | <0.1% | |
| BlackRock Investment Management Co. High Yield Bond Fund - | Common Stocks | — | — | $6K | <0.1% | |
| PGIM Investments Total Return Bond Fund - | Other securities | — | — | $6K | <0.1% | |
| Principal Asset Management Global Real Estate Fund - | Other securities | — | — | $3K | <0.1% | |
| Avantis Investors US Small Cap Value Fund - | Other securities | — | — | $1K | <0.1% |
