Paige Perrone signed Canvas Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Canvas Credit Union's EIN is 84-6023137.
Download the official 2024 Form 5500 (PDF) for Canvas Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Canvas Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $193K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered investment company | Common Collective Trusts | — | — | $9.7M | 14.5% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $8.2M | 12.2% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $5.2M | 7.8% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $4.6M | 6.9% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $4.2M | 6.3% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $4.1M | 6.2% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.1M | 6.1% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.4M | 5.0% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.8M | 4.1% | |
| Fidelity Mid Cap Index Admiral Fund Registered investment company | Mutual Funds | — | — | $2.6M | 3.9% | |
| Vanguard Federal Money Market Investors Fund Registered investment company | Mutual Funds | — | — | $2.2M | 3.3% | |
| ClearBridge Large Cap Growth IS Fund Registered investment company | Common Stocks | — | — | $2.0M | 3.0% | |
| JPMorgan Mid Cap Growth R6 Fund Registered investment company | Common Stocks | — | — | $1.9M | 2.8% | |
| Fidelity Small Cap Index Fund Registered investment company | Common Collective Trusts | — | — | $1.5M | 2.3% | |
| Principal Diversified International R6 Fund Registered investment company | Common Stocks | — | — | $1.3M | 2.0% | |
| Morley Stable Value Fund Stable value fund | Stable Value | — | — | $1.2M | 1.9% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.7% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $997K | 1.5% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $932K | 1.4% | |
| PGIM Total Return Bond R6 Fund Registered investment company | Common Stocks | — | — | $932K | 1.4% | |
| Principal Small Cap Growth Fund Registered investment company | Common Stocks | — | — | $685K | 1.0% | |
| Invesco International Small-Mid Comp R6 Fund Registered investment company | Mutual Funds | — | — | $681K | 1.0% | |
| Principal Diversified Real Asset R6 Fund Registered investment company ** 1 Columbia Dividend Income I3 Fund Registered investment company | Common Stocks | — | — | $680K | 1.0% | |
| Columbia Emerging Markets I3 Fund Registered investment company | Common Stocks | — | — | $353K | 0.5% | |
| Principal Real Estate Securities R6 Fund Registered investment company | Common Stocks | — | — | $304K | 0.5% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $274K | 0.4% | |
| Principal LifeTime Hybrid Income Trust Collective investment trust | Common Collective Trusts | — | — | $142K | 0.2% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $142K | 0.2% | |
| Fidelity Total International Index Fund Registered investment company | Common Collective Trusts | — | — | $118K | 0.2% | |
| Principal Financial Group Inc. Stock Separate Account Pooled separate account | Pooled Separate Accounts | — | — | $80K | 0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $80K | 0.1% | |
| (E) | Other securities | — | — | $80K | 0.1% | |
| (E) | Other securities | — | — | $15K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $15K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $13K | <0.1% | |
| (E) | Other securities | — | — | $13K | <0.1% |
