Patrick Edinborough signed Frontier Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Frontier Credit Union's EIN is 82-0219844.
Download the official 2024 Form 5500 (PDF) for Frontier Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Frontier 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 |
|---|---|---|---|---|---|
| FREEDOM FIDUCIARIES | — | BOISE, ID | INVESTMENT ADVISOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Retire R6 Mutual Fund N/A | Mutual Funds | — | — | $1.5M | 20.4% | |
| Allspring Special Mid Cap Value R6 Mutual Fund N/A 11 JP Morgan Large Cap Growth R6 Mutual Fund N/A | Other securities | — | — | $642K | 8.7% | |
| American Funds 2040 Target Date Retire R6 Mutual Fund N/A | Mutual Funds | — | — | $577K | 7.8% | |
| American Funds 2055 Target Date Retire R6 Mutual Fund N/A | Mutual Funds | — | — | $513K | 7.0% | |
| Fidelity 500 Index Mutual Fund N/A | Common Collective Trusts | — | — | $488K | 6.6% | |
| American Funds American Balanced R6 Mutual Fund N/A | Mutual Funds | — | — | $475K | 6.5% | |
| American Funds 2060 Target Date Retire R6 Mutual Fund N/A | Mutual Funds | — | — | $447K | 6.1% | |
| American Funds 2035 Target Date Retire R6 Mutual Fund N/A | Mutual Funds | — | — | $431K | 5.9% | |
| American Funds New Perspective R6 Mutual Fund N/A | Mutual Funds | — | — | $416K | 5.6% | |
| Avantis International Equity Instl Mutual Fund N/A | Other securities | — | — | $327K | 4.4% | |
| American Funds 2065 Target Date Retire R6 Mutual Fund N/A | Mutual Funds | — | — | $190K | 2.6% | |
| DFA International Small Co I Mutual Fund N/A | Mutual Funds | — | — | $180K | 2.5% | |
| American Funds New World Fund R6 Mutual Fund N/A | Mutual Funds | — | — | $162K | 2.2% | |
| PGIM US Real Estate R6 Mutual Fund N/A | Other securities | — | — | $122K | 1.7% | |
| EI Fixed Account- Series Class I Fixed Annuities N/A | Other securities | — | — | $115K | 1.6% | |
| PIMCO Income Instl Mutual Fund N/A | Mutual Funds | — | — | $113K | 1.5% | |
| PGIM Floating Rate Income R6 Mutual Fund N/A | Bonds / Notes | — | — | $53K | 0.7% | |
| Fidelity Advisor Total Bond Z Mutual Fund N/A 37 DFA Selectively Hedged Global F/II Mutual Fund N/A | Mutual Funds | — | — | $45K | 0.6% | |
| BLACKROCK MID CAP EQUITY INDEX FD R GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $24K | 0.3% | |
| DFA US Small Co I Mutual Fund N/A | Mutual Funds | — | — | $16K | 0.2% | |
| Notes receivable from participants Maturing from 2027 to 2033 Interest rate of 4.25% and 9.25% - | Bonds / Notes | — | — | $10K | 0.1% | |
| Putnam Large Cap Value R6 Mutual Fund N/A | Mutual Funds | — | — | $10K | 0.1% | |
| American Funds 2015 Target Date Retire R6 Mutual Fund N/A | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds 2020 Target Date Retire R6 Mutual Fund N/A | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds Bond Fund of Amer R6 Mutual Fund N/A | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds 2030 Target Date Retire R6 Mutual Fund N/A | Mutual Funds | — | — | $3K | <0.1% | |
| Putnam Small Cap Growth R6 Mutual Fund N/A | Mutual Funds | — | — | $3K | <0.1% | |
| Virtus Kar Mid Cap Core R6 Mutual Fund N/A | Other securities | — | — | $2K | <0.1% | |
| Franklin Mutual Small-Mid Cap Value R6 Mutual Fund N/A | 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.
