AMY Singpradith signed Copper State Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Copper State Credit Union's EIN is 86-6050693.
Download the official 2024 Form 5500 (PDF) for Copper State Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Copper State Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | NEW YORK, NY | RECORDKEEPER | $48K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard | Mutual Funds | — | — | $3.1M | 26.6% | |
| Vanguard | Mutual Funds | — | — | $2.1M | 18.1% | |
| iShares | Other securities | — | — | $1.6M | 14.0% | |
| SPDR State Street Global Advisors | Other securities | — | — | $1.1M | 9.8% | |
| Vanguard | Mutual Funds | — | — | $744K | 6.4% | |
| SPDR State Street Global Advisors | Other securities | — | — | $482K | 4.1% | |
| Vanguard | Mutual Funds | — | — | $392K | 3.4% | |
| SPDR State Street Global Advisors | Other securities | — | — | $369K | 3.2% | |
| iShares | Other securities | — | — | $332K | 2.8% | |
| Goldman Sachs | Other securities | — | — | $272K | 2.3% | |
| iShares | Other securities | — | — | $214K | 1.8% | |
| JP Morgan | Other securities | — | — | $166K | 1.4% | |
| Vanguard | Mutual Funds | — | — | $139K | 1.2% | |
| Vanguard | Mutual Funds | — | — | $103K | 0.9% | |
| Vanguard | Mutual Funds | — | — | $92K | 0.8% | |
| Goldman Sachs | Other securities | — | — | $85K | 0.7% | |
| Vanguard | Mutual Funds | — | — | $48K | 0.4% | |
| Xtrackers | Other securities | — | — | $44K | 0.4% | |
| Vanguard | Mutual Funds | — | — | $36K | 0.3% | |
| Goldman Sachs | Other securities | — | — | $19K | 0.2% | |
| SPDR State Street Global Advisors | Other securities | — | — | $17K | 0.1% | |
| Goldman Sachs | Other securities | — | — | $11K | <0.1% | |
| Goldman Sachs | Other securities | — | — | $7K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $6K | <0.1% | |
| Goldman Sachs | Other securities | — | — | $5K | <0.1% | |
| Goldman Sachs | Other securities | — | — | $5K | <0.1% | |
| Goldman Sachs | Other securities | — | — | $3K | <0.1% | |
| Goldman Sachs | Other securities | — | — | $2K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $1K | <0.1% | |
| Goldman Sachs | Other securities | — | — | $947 | <0.1% | |
| Goldman Sachs | Other securities | — | — | $507 | <0.1% | |
| Goldman Sachs | Other securities | — | — | $176 | <0.1% | |
| Bloomberg | Other securities | — | — | $129 | <0.1% | |
| Schwab Asset Management | Mutual Funds | — | — | $98 | <0.1% | |
| Vanguard | Mutual Funds | — | — | $97 | <0.1% | |
| Invesco | Mutual Funds | — | — | $96 | <0.1% | |
| iShares | Other securities | — | — | $3 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
