Original filing (PDF)20251009151639NAL0003695603001

UNIWYO FEDERAL CREDIT UNION

Name: UNIWYO FEDERAL CREDIT UNION — UNIWYO FEDERAL CREDIT UNION 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: UNIWYO FEDERAL CREDIT UNION

Form 5500

FILING_RECEIVED

UNIWYO FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

133

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIWYO FEDERAL CREDIT UNION.

Plan sponsor

Name

UNIWYO FEDERAL CREDIT UNION

EIN

83-0184377

Address

2020 GRAND AVE SUITE 100 · LARAMIE, WY · 82070

Phone

(307) 721-5647

Industry

Finance & Insurancesee all

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$19K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$4K	—
EMPOWER FINANCIAL SERVICES, INC.	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$0	—

Advisor / Consultant

Investments

28 direct securities· $8.6M(95% of reported assets)

					% of plan
Fidelity Freedom Index 2040 Investor Mutual Fund	Other securities	—	—	$1.4M	15.8%
Fidelity 500 Index Mutual Fund	Other securities	—	—	$1.2M	13.2%
Fidelity Freedom Index 2030 Investor Mutual Fund	Other securities	—	—	$914K	10.0%
T. Rowe Price Blue Chip Growth I Mutual Fund	Other securities	—	—	$780K	8.6%
Fidelity Freedom Index 2025 Investor Mutual Fund	Other securities	—	—	$687K	7.5%
Fidelity Freedom Index 2050 Investor Mutual Fund	Other securities	—	—	$653K	7.2%
Fidelity Total Bond Mutual Fund	Other securities	—	—	$500K	5.5%
Fidelity Total International Index Mutual Fund	Other securities	—	—	$254K	2.8%
Fidelity Freedom Index 2060 Investor Mutual Fund	Other securities	—	—	$236K	2.6%
Jpmorgan Equity Income R6 Mutual Fund	Other securities	—	—	$228K	2.5%
Fidelity Mid Cap Index Mutual Fund	Other securities	—	—	$187K	2.1%
Fidelity Freedom Index 2065 Investor Mutual Fund	Other securities	—	—	$175K	1.9%
American Funds Eupac R6 Mutual Fund	Other securities	—	—	$172K	1.9%
American Funds New Perspective R6 Mutual Fund	Other securities	—	—	$170K	1.9%
Fidelity Small Cap Index Mutual Fund	Other securities	—	—	$126K	1.4%
Fidelity Freedom Index Income Investor Mutual Fund	Other securities	—	—	$121K	1.3%
Mfs Mid Cap Value R6 Mutual Fund	Other securities	—	—	$120K	1.3%
Fidelity Freedom Index 2035 Investor Mutual Fund	Other securities	—	—	$114K	1.2%
Empower Sdb Securities Roth Brokerage Fund	Other securities	—	—	$110K	1.2%
Empower Sdb Sweep Program Brokerage Fund ** 4 * Empower Sdb Sweep Program Roth Brokerage Fund ** 5 * Empower Sdb Securities Brokerage Fund	Other securities	—	—	$103K	1.1%
Fidelity Freedom Index 2055 Investor Mutual Fund	Other securities	—	—	$82K	0.9%
Franklin Small Cap Value R6 Mutual Fund	Other securities	—	—	$59K	0.7%
Fidelity Freedom Index 2020 Investor Mutual Fund	Other securities	—	—	$58K	0.6%
American Funds New World R6 Mutual Fund	Other securities	—	—	$53K	0.6%
Pimco Income Instl Mutual Fund	Other securities	—	—	$52K	0.6%
Fidelity Freedom Index 2045 Investor Mutual Fund	Other securities	—	—	$29K	0.3%
Mfs Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$16K	0.2%
Ab Small Cap Growth Z Mutual Fund	Other securities	—	—	$4K	<0.1%