Back to filter
Original filing (PDF)20251008110903NAL0002945779001
CANVAS CREDIT UNION
Form 5500
FILING_RECEIVED
CANVAS CREDIT UNION SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
683
Accounts w/ balance
846
Plan assets (EOY)
$67.0M
Net assets (EOY)
$67.0M
How this plan invests
This plan
16 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 29 bps in Schedule C fees — 80% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CANVAS CREDIT UNION.
Plan sponsor
Name
CANVAS CREDIT UNION
EIN
84-6023137
Address
9990 PARK MEADOWS DRIVE · LONE TREE, CO · 801246739
Phone
(303) 639-2171
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
2025-10-08
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)
Audit & trust (Schedule H)
Auditor
SINGER LEWAK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $193K | — |
Investments
20 direct securities · 16 pooled funds· $66.8M(100% of reported assets)
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.
Common Collective Trust
$39.8M
14 holdings
Uncategorized
$26.6M
20 holdings
Pooled Separate Account
$354K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered investment company | — | — | — | $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 | — | — | — | $2.6M | 3.9% | |
| Vanguard Federal Money Market Investors Fund Registered investment company | — | — | — | $2.2M | 3.3% | |
| ClearBridge Large Cap Growth IS Fund Registered investment company | — | — | — | $2.0M | 3.0% | |
| JPMorgan Mid Cap Growth R6 Fund Registered investment company | — | — | — | $1.9M | 2.8% | |
| Fidelity Small Cap Index Fund Registered investment company | — | — | — | $1.5M | 2.3% | |
| Principal Diversified International R6 Fund Registered investment company | — | — | — | $1.3M | 2.0% | |
| Morley Stable Value Fund Stable value fund | — | — | — | $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 | — | — | — | $932K | 1.4% | |
| Principal Small Cap Growth Fund Registered investment company | — | — | — | $685K | 1.0% | |
| Invesco International Small-Mid Comp R6 Fund Registered investment company | — | — | — | $681K | 1.0% | |
| Principal Diversified Real Asset R6 Fund Registered investment company ** 1 Columbia Dividend Income I3 Fund Registered investment company | — | — | — | $680K | 1.0% | |
| Columbia Emerging Markets I3 Fund Registered investment company | — | — | — | $353K | 0.5% | |
| Principal Real Estate Securities R6 Fund Registered investment company | — | — | — | $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 | — | — | — | $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 | — | — | — | $118K | 0.2% | |
| Principal Financial Group Inc. Stock Separate Account Pooled separate account | — | — | — | $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) | — | — | — | $80K | 0.1% | |
| (E) | — | — | — | $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) | — | — | — | $13K | <0.1% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Finance & Insurance plans
AMERICAN EAGLE FINANCIAL CREDIT UNION INCORPORATED
AMERICAN EAGLE FINANCIAL CREDIT UNION INCORPORATED EMPLOYEE SAVINGS PLAN
$66.8M · 354 participants
PROVIDENT CREDIT UNION
PROVIDENT CREDIT UNION RETIREMENT PLAN
$67.2M · 332 participants
ARIZONA FINANCIAL CREDIT UNION
ARIZONA FINANCIAL CREDIT UNION CAPITAL ACCUMULATION PLAN
$66.7M · 695 participants
UNIFY FINANCIAL FEDERAL CREDIT UNION
UNIFY FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN
$66.5M · 469 participants
OREGON COMMUNITY CREDIT UNION
OREGON COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST
$67.8M · 605 participants
NEIGHBORS FEDERAL CREDIT UNION
NEIGHBORS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
$67.8M · 190 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B