Christopher Loseth signed Potlach No. 1 Financial Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Potlach No. 1 Financial Credit Union's EIN is 82-0201645.
Download the official 2024 Form 5500 (PDF) for Potlach No. 1 Financial Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Potlach No. 1 Financial Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, 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 | $44K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Prem | Common Collective Trusts | — | — | $8.3M | 28.0% | |
| DFA International Core Equity I | Mutual Funds | — | — | $3.4M | 11.4% | |
| Fidelity Mid Cap Index Instl Prem | Mutual Funds | — | — | $3.1M | 10.5% | |
| Fidelity US Bond Index Instl Prem | Mutual Funds | — | — | $2.7M | 9.2% | |
| Blackrock LifePath Index 2040 K | Other securities | — | — | $2.4M | 8.3% | |
| CMFG Fully benefit-responsive investment contract, at contract value | Other securities | — | — | $2.0M | 6.6% | |
| Blackrock LifePath Index 2050 K | Other securities | — | — | $1.5M | 5.2% | |
| Blackrock LifePath Index 2055 K | Other securities | — | — | $834K | 2.8% | |
| Fidelity Large Cap Growth Idx Instl Prm | Common Collective Trusts | — | — | $745K | 2.5% | |
| Blackrock LifePath Index 2045 K | Other securities | — | — | $710K | 2.4% | |
| Blackrock LifePath Index 2035 K | Other securities | — | — | $702K | 2.4% | |
| Notes Receivable from Participants Loans to participants, interest rates ranging from 8.75% to 9.50% with various maturities | Bonds / Notes | — | — | $668K | 2.3% | |
| Blackrock LifePath Index 2060 K | Other securities | — | — | $533K | 1.8% | |
| Blackrock LifePath Index Retire K | Other securities | — | — | $515K | 1.7% | |
| Blackrock LifePath Index 2030 K | Other securities | — | — | $470K | 1.6% | |
| JPMorgan Equity Income Fund R6 | Other securities | — | — | $419K | 1.4% | |
| Fidelity Global ex US Index Instl Prem | Mutual Funds | — | — | $148K | 0.5% | |
| Blackrock LifePath Index 2065 K | Other securities | — | — | $146K | 0.5% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $92K | 0.3% | |
| Fidelity Small Cap Index Instl Prem | Mutual Funds | — | — | $82K | 0.3% | |
| PIMCO Real Return Instl | Mutual Funds | — | — | $31K | 0.1% | |
| Dodge and Cox Dodge & Cox Income CI I | Mutual Funds | — | — | $31K | 0.1% | |
| DFA US Small Cap I | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
