NING Duong signed Credit Union West's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Credit Union West's EIN is 86-0108241.
Download the official 2024 Form 5500 (PDF) for Credit Union West from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Credit Union West'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 | $119K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | OTHER SERVICES | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEI Trust Company Nuveen TIAA Lifecycle Index Series | Mutual Funds | — | — | $15.3M | 66.7% | |
| NUVEEN LC IDX RET INC CL S SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $15.3M | 66.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.5M | 10.7% | |
| PUTNAM LG CP VAL TRST II S GREAT GRAY TRUST COMPANY · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $695K | 3.0% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $653K | 2.9% | |
| Loans to participants, interest rates ranging from * Notes Receivable from Participants 3.25% to 8.50% with various maturities | Bonds / Notes | — | — | $420K | 1.8% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $411K | 1.8% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $294K | 1.3% | |
| Baird Core Plus Bond I Fund | Other securities | — | — | $289K | 1.3% | |
| Principal Life Insurance Company Guaranteed Interest | Common Stocks | — | — | $285K | 1.2% | |
| American Funds Am Fdcap Wld Gth And In R6 Fnd | Mutual Funds | — | — | $278K | 1.2% | |
| Victory Funds Victory Syca Sm Co Opp R6 Fund | Common Stocks | — | — | $259K | 1.1% | |
| JPMorgan Jp Morgan Large Cap Gr R6 Fd | Other securities | — | — | $254K | 1.1% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $176K | 0.8% | |
| Victory Funds Victory Sycamore Est Val R6 Fd | Other securities | — | — | $135K | 0.6% | |
| Dimensional Fund Advisors Dfa Global Real Estate Sc I Fd | Mutual Funds | — | — | $88K | 0.4% | |
| Delware Investments Delaware Emerg Mkts R6 Fund | Other securities | — | — | $82K | 0.4% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $58K | 0.3% | |
| (E) | Other securities | — | — | $58K | 0.3% | |
| Federated Securities Corporation Fed Hrmes Kaufmann Sm Cp R6 Fd | Common Stocks | — | — | $41K | 0.2% |
