How big is Idaho Central Credit Union's plan?

Idaho Central Credit Union's plan reported $99.5M in assets and 1,909 participants for 2024.

Original filing (PDF)20251015152852NAL0006612112001

Idaho Central Credit Union

Name: Idaho Central Credit Union — Idaho Central Credit, Form 5500 (2024)
Creator: Idaho Central Credit Union
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Idaho Central Credit Union 401(k) Plan

401(k) retirement plan · Idaho Central Credit Union's Idaho Central Credit Union 401(k) Plan held $99.5M in plan assets for 1,909 participants in 2024, with Fidelity as recordkeeper.

Active participants

1,909

Accounts w/ balance

2,348

Plan assets (EOY)

$99.5M

Net assets (EOY)

$99.5M

People on this filing

Marci Lawson signed Idaho Central Credit Union's 2024 Form 5500 as plan administrator.

Marci Lawson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Idaho Central Credit Union's EIN is 82-0217065.

EIN 82-0217065

Plan number 002

Plan year 2024

ACK ID 20251015152852NAL0006612112001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Idaho Central Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Idaho Central Credit Union's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IDAHO CENTRAL CREDIT UNION.

Finding similar companies…

How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

IDAHO CENTRAL CREDIT UNION

EIN

all filings

Address

PO BOX 2469 · POCATELLO, ID · 83206

Phone

(208) 239-3000

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$152K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GALLAGHER FIDUCIARY ADVISORS LLC	36-4291971	—	ADVISOR	$112K	—
STRATEGIC ADVISORS, INC.

Investments

31 direct securities· $99.5M(100% of reported assets)

Common Collective Trusts

$56.1M

18 holdings

Other securities

$16.8M

4 holdings

Mutual Funds

$15.6M

5 holdings

Common Stocks

$8.8M

3 holdings

Bonds / Notes

$2.3M

1 holding

					% of plan
Fidelity Management Trust Company FID 500 INDEX	Common Collective Trusts	—	—	$14.9M	14.9%
Fidelity Management Trust Company FID FDM IDX 2050 IPR	Common Collective Trusts	—	—	$9.2M	9.2%
T. Rowe Price Investment Management TRP BLUE CHIP GRTH I	Other securities	—	—	$8.9M	8.9%
Fidelity Management Trust Company FID FDM IDX 2040 IPR	Common Collective Trusts	—	—	$7.8M	7.8%
Fidelity Management Trust Company FID FDM IDX 2035 IPR	Common Collective Trusts	—	—	$7.2M	7.2%
Prudential Investment Management PGIM TOTAL RTN BD R6	Other securities	—	—	$7.1M	7.2%
MFS Investment Management MFS INTL INTR VAL R6	Mutual Funds	—	—	$6.5M	6.5%
MFS Investment Management MFS VALUE R6	Mutual Funds	—	—	$6.2M	6.2%
Standard Insurance Company STD STABLE ASSET 2	Common Stocks	—	—	$4.9M	4.9%
J.P. Morgan Chase & Co. JPM MID CAP GRTH R6	Common Stocks	—	—	$3.8M	3.8%
Fidelity Management Trust Company FID FDM IDX 2030 IPR	Common Collective Trusts	—	—	$2.7M	2.8%
The Vanguard Group, Inc. VANG SM CAP IDX ADM	Common Collective Trusts	—	—	$2.6M	2.6%
Fidelity Management Trust Company FID FDM IDX 2065 IPR	Common Collective Trusts	—	—	$2.4M	2.4%
MFS Investment Management MFS MID CAP VALUE R6	Mutual Funds	—	—	$2.3M	2.3%
Participant notes receivable 3.25% to 8.50% annual rates of interest;	Bonds / Notes	—	—	$2.3M	2.3%
Fidelity Management Trust Company FID FDM IDX 2055 IPR	Common Collective Trusts	—	—	$2.2M	2.2%
Fidelity Management Trust Company FID FDM IDX 2060 IPR	Common Collective Trusts	—	—	$1.9M	1.9%
Fidelity Management Trust Company FID FDM IDX 2045 IPR	Common Collective Trusts	—	—	$1.7M	1.7%
Fidelity Management Trust Company FID FDM IDX 2020 IPR	Common Collective Trusts	—	—	$1.2M	1.2%
The Vanguard Group, Inc. VANG DEV MKT IDX ADM	Common Collective Trusts	—	—	$1.0M	1.0%
American Funds Distributors, Inc. AF NEW WORLD R6	Mutual Funds	—	—	$644K	0.6%
Prudential Investment Management PGIM HIGH YIELD R6	Other securities	—	—	$522K	0.5%
Fidelity Management Trust Company FID FDM IDX 2025 IPR	Common Collective Trusts	—	—	$487K	0.5%
The Vanguard Group, Inc. VANG MIDCAP IDX ADM	Common Collective Trusts	—	—	$450K	0.5%
The Vanguard Group, Inc. VANG SMCPVL IDX ADM	Common Collective Trusts	—	—	$374K	0.4%
Prudential Investment Management PIM REAL RETURN INST	Other securities	—	—	$211K	0.2%
J.P. Morgan Chase & Co. JPM SM CAP GROWTH R6	Common Stocks	—	—	$140K	0.1%
Fidelity Management Trust Company FID FDM IDX INC IPR	Common Collective Trusts	—	—	$122K	0.1%
Fidelity Management Trust Company FID GOVT MMKT	Mutual Funds	—	—	$20K	<0.1%
Fidelity Management Trust Company FID FDM IDX 2070 IPR	Common Collective Trusts	—	—	$13K	<0.1%
Fidelity Management Trust Company FID FDM IDX 2015 IPR	Common Collective Trusts	—	—	$10K	<0.1%