Sarah Stowe signed Westerra Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Westerra Credit Union's EIN is 84-0188017.
Download the official 2024 Form 5500 (PDF) for Westerra Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Westerra 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 |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $113K | — |
| BOARD OF TRUSTEES OF RETIREMENT PRO | 47-3860238 | — | NONE | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRUSTEE LIFESTYLE MODERATE FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 004 | Common Collective Trust | — | — | $5.4M | 12.9% | |
| Vanguard Growth Index Institutional Registered investment company | Mutual Funds | — | — | $4.0M | 9.5% | |
| Blackrock Lifepath Index 2040 Portfolio Registered investment company | Common Stocks | — | — | $3.8M | 9.0% | |
| Vanguard Extended Market Index Fund Instl Registered investment company ** Plus 1860 | Common Collective Trusts | — | — | $3.0M | 7.3% | |
| Vanguard Institutional Index Instl Pl Registered investment company | Mutual Funds | — | — | $2.9M | 7.0% | |
| Blackrock Lifepath Index 2050 Portfolio Registered investment company | Common Stocks | — | — | $2.8M | 6.6% | |
| Blackrock Lifepath Index 2030 Portfolio Registered investment company | Common Stocks | — | — | $2.6M | 6.1% | |
| TRUSTEE LIFESTYLE AGGRESSIVE FD CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 005 | Common Collective Trust | — | — | $2.4M | 5.8% | |
| Blackrock Lifepath Index 2045 Portfolio Registered investment company | Common Stocks | — | — | $2.3M | 5.5% | |
| Blackrock Lifepath Index 2055 Portfolio Registered investment company | Common Stocks | — | — | $1.3M | 3.0% | |
| Blackrock Lifepath Index Retirement Portfolio Registered investment company | Common Stocks | — | — | $1.0M | 2.4% | |
| Vanguard Value Index I Registered investment company | Mutual Funds | — | — | $966K | 2.3% | |
| Vanguard Total Bond Market Index Fund Instl Registered investment company ** Plus | Common Collective Trusts | — | — | $767K | 1.8% | |
| TRUSTEE DIVERSIFIED EQUITY FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 001 | Common Collective Trust | — | — | $551K | 1.3% | |
| Blackrock Lifepath Index 2035 Portfolio Registered investment company | Common Stocks | — | — | $495K | 1.2% | |
| TRUSTEE LIFESTYLE CONSERVATIVE CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 003 | Common Collective Trust | — | — | $481K | 1.2% | |
| Blackrock Lifepath Index 2060 Portfolio Registered investment company | Common Stocks | — | — | $472K | 1.1% | |
| TRUSTEE LIFESTYLE INCOME FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 002 | Common Collective Trust | — | — | $252K | 0.6% | |
| Blackrock Lifepath Index 2065 Portfolio Registered investment company | Common Stocks | — | — | $75K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
