Mike Boden signed Oneaz Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oneaz Credit Union's EIN is 86-0108770.
Download the official 2024 Form 5500 (PDF) for Oneaz Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oneaz Credit Union's plan includes profit-sharing, 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 | $105K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $5.0M | 9.5% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $4.8M | 9.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.5M | 8.7% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $4.3M | 8.3% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $3.7M | 7.1% | |
| JP Morgan Investment Management Inc JP Morgan Large Cap Growth Fund R6 | Common Stocks | — | — | $3.7M | 7.1% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $3.3M | 6.4% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $2.7M | 5.2% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $2.6M | 5.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.1M | 4.1% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $2.0M | 3.7% | |
| Vanguard Equity-Inc Adm Fund | Mutual Funds | — | — | $1.9M | 3.7% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.8M | 3.5% | |
| T.Rowe Price Funds T Rowe Price Mid-Cap Gr I | Mutual Funds | — | — | $1.3M | 2.5% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $1.2M | 2.3% | |
| Participant Loans to participants, bearing interest from 3.25% to 8.50% | Bonds / Notes | — | — | $1.2M | 2.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 2.0% | |
| PGIM Investments PGIM High Yield R6 Fund | Other securities | — | — | $991K | 1.9% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $772K | 1.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $724K | 1.4% | |
| Capital Research Management Am Fds EuroPacific Grth R6 Fd | Other securities | — | — | $632K | 1.2% | |
| Victory Capital Management Victory Core Plus Intermediate Bond R6 | Other securities | — | — | $539K | 1.0% | |
| Victory Capital Management Victory Sycamore Est Val R6 Fd | Other securities | — | — | $494K | 0.9% | |
| JP Morgan JP Morgan Emerg Mkts Eq R6 Fd | Other securities | — | — | $409K | 0.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $276K | 0.5% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $74K | 0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $48K | <0.1% |
