Megan Magana signed Union Square Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Union Square Credit Union's EIN is 75-0971964.
Download the official 2024 Form 5500 (PDF) for Union Square Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Union Square Credit Union's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $33K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $1.8M | 13.0% | |
| Fidelity 500 Idx Fund | Common Collective Trusts | — | — | $1.5M | 10.4% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $1.2M | 8.3% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $1.2M | 8.3% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $1.0M | 7.5% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $857K | 6.1% | |
| T. Rowe Price Growth Stock I | Other securities | — | — | $851K | 6.1% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $758K | 5.4% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $647K | 4.6% | |
| MFS Mid Cap Grth R6 | Mutual Funds | — | — | $366K | 2.6% | |
| Prudential Tot Return Bond Fund Z | Other securities | — | — | $336K | 2.4% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $322K | 2.3% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $218K | 1.6% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $213K | 1.5% | |
| Participant Loans Interest rates from 5.25% to 10.50% | Bonds / Notes | — | — | $206K | 1.5% | |
| Hartford International Opportunities R6 | Other securities | — | — | $176K | 1.3% | |
| Fidelity International Idx Fund | Common Collective Trusts | — | — | $140K | 1.0% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $89K | 0.6% | |
| Fidelity Mid Cap Idx Fund | Common Collective Trusts | — | — | $86K | 0.6% | |
| Fidelity Sm Cap Gr Idx | Common Collective Trusts | — | — | $85K | 0.6% | |
| Fidelity Mid Cap Val Idx | Common Collective Trusts | — | — | $70K | 0.5% | |
| American Funds American Mutual R6 | Mutual Funds | — | — | $31K | 0.2% | |
| Principal Funds PIF High Yld Inst 394 Macquarie Group Limited Sm Cap Val Inst 339 * Fidelity Freedom Index 2010 Fund 911 * Fidelity Freedom Index 2015 Fund | Mutual Funds | — | — | $21K | 0.1% | |
| Fidelity Sm Cap Idx | Common Collective Trusts | — | — | $18K | 0.1% | |
| Oppenheimer Global Fund Class Fund Y | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity Freedom Index 2070 Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $8K |
| — |
