Krystal Bowen signed Resource One Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Resource One Credit Union's EIN is 75-0821285.
Download the official 2024 Form 5500 (PDF) for Resource One Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Resource One 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-1237041 | — | SERVICE PROVIDER | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| THE STANDARD STABLE ASSET FUND II STANDARD LIFE INVESTMENTS LTD. · EIN 93-0242990 / PN 001 | Common Collective Trust | — | — | $2.2M | 16.0% | |
| MYCOMPASS AMERICAN FUNDS 2035 FUND WILMINGTON TRUST FUNDS · EIN 38-7271368 / PN 001 | Common Collective Trust | — | — | $1.8M | 12.8% | |
| MYCOMPASS AMERICAN FUNDS 2030 FUND WILMINGTON TRUST FUNDS · EIN 38-7271367 / PN 001 | Common Collective Trust | — | — | $1.7M | 12.8% | |
| MYCOMPASS AMERICAN FUNDS 2045 FUND WILMINGTON TRUST FUNDS · EIN 38-7271370 / PN 001 | Common Collective Trust | — | — | $1.6M | 11.9% | |
| MYCOMPASS AMERICAN FUNDS 2040 FUND WILMINGTON TRUST FUNDS · EIN 38-7271369 / PN 001 | Common Collective Trust | — | — | $1.2M | 8.8% | |
| MYCOMPASS AMERICAN FUNDS 2025 FUND WILMINGTON TRUST FUNDS · EIN 38-7271366 / PN 001 | Common Collective Trust | — | — | $1.1M | 8.1% | |
| MYCOMPASS AMERICAN FUNDS 2050 FUND WILMINGTON TRUST FUNDS · EIN 38-7271371 / PN 001 | Common Collective Trust | — | — | $954K | 7.0% | |
| MYCOMPASS AMERICAN FUNDS 2020 FUND WILMINGTON TRUST FUNDS · EIN 38-7271365 / PN 001 | Common Collective Trust | — | — | $932K | 6.8% | |
| MYCOMPASS AMERICAN FUNDS 2055 FUND WILMINGTON TRUST FUNDS · EIN 38-7271372 / PN 001 | Common Collective Trust | — | — | $567K | 4.1% | |
| Notes receivable from participants Loans to participants, interest rates ranging from 3.25% - 8.50% with various maturities | Bonds / Notes | — | — | $541K | 4.0% | |
| MYCOMPASS AMERICAN FUNDS 2060 FUND WILMINGTON TRUST FUNDS · EIN 38-7271373 / PN 001 | Common Collective Trust | — | — | $308K | 2.3% | |
| JPMorgan Large cap growth fund | Other securities | — | — | $270K | 2.0% | |
| MYCOMPASS AMERICAN FUNDS 2065 FUND WILMINGTON TRUST FUNDS · EIN 38-7271374 / PN 001 | Common Collective Trust | — | — | $218K | 1.6% | |
| Fidelity 500 index fund | Common Collective Trusts | — | — | $110K | 0.8% | |
| Manning & Napier High yield bond series | Other securities | — | — | $51K | 0.4% | |
| Fidelity Advanced total bond fund | Mutual Funds | — | — | $48K | 0.4% | |
| Voya Financial Government money market fund | Cash / Money Market | — | — | $33K | 0.2% | |
| MyCompass Amer Fds 2010 Fd R Common Collective Trust | Common Collective Trusts | — | — | $4K | <0.1% | |
| MYCOMPASS AMERICAN FUNDS 2010 FUND WILMINGTON TRUST FUNDS · EIN 38-7271363 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
