Mike Ward signed Truwest Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Truwest Credit Union's EIN is 86-6050959.
Download the official 2024 Form 5500 (PDF) for Truwest Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Truwest Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | N/A | $9K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Balanced Fund Class C1 R6 Mutual Funds | Other securities | — | — | $11.2M | 28.6% | |
| Vanguard Life Strategy Growth Port Inv Mutual Funds | Mutual Funds | — | — | $5.6M | 14.2% | |
| Vanguard Total Stock Market Index Admiral Shs Mutual Funds | Common Collective Trusts | — | — | $5.5M | 14.1% | |
| Vanguard Wellesley Income Admiral Shs Mutual Funds | Mutual Funds | — | — | $2.4M | 6.2% | |
| BLACKROCK EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $2.0M | 5.2% | |
| BLACKROCK MID CAP EQUITY IND GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $1.9M | 4.8% | |
| BLACKROCK RUSSELL 2000 INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $1.5M | 3.9% | |
| Vanguard Total Intl Stock Index Admiral Mutual Funds | Mutual Funds | — | — | $1.2M | 3.1% | |
| MetLife GAC Series 25053 Collective Fund | Common Collective Trusts | — | — | $1.1M | 2.8% | |
| RELIANCE TRUST STABLE VAL SER 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.8% | |
| Vanguard Target Ret 2050 Investor Mutual Funds | Mutual Funds | — | — | $977K | 2.5% | |
| BLACKROCK U.S. DEBT INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $936K | 2.4% | |
| Notes Receivable from Participants Participant Loans, Ranging 1 to 10 Years Maturity with Interest Rates of 3.75% to 9.00% | Bonds / Notes | — | — | $894K | 2.3% | |
| Vanguard Target Ret 2065 Investor Mutual Funds | Mutual Funds | — | — | $662K | 1.7% | |
| Vanguard Target Ret 2045 Investor Mutual Funds | Mutual Funds | — | — | $577K | 1.5% | |
| Vanguard Target Ret 2060 Investor Mutual Funds | Mutual Funds | — | — | $400K | 1.0% | |
| Vanguard Target Ret 2040 Investor Mutual Funds | Mutual Funds | — | — | $337K | 0.9% | |
| Vanguard Target Ret 2055 Investor Mutual Funds | Mutual Funds | — | — | $303K | 0.8% | |
| Vanguard Target Ret 2030 Investor Mutual Funds | Mutual Funds | — | — | $244K | 0.6% | |
| Vanguard Target Ret 2025 Investor Mutual Funds | Mutual Funds | — | — | $180K | 0.5% | |
| Vanguard Target Ret 2035 Investor Mutual Funds | Mutual Funds | — | — | $166K | 0.4% | |
| Vanguard Target Ret 2020 Investor Mutual Funds | Mutual Funds | — | — | $116K | 0.3% | |
| Fidelity Government Money Market Daily Money Mutual Funds | Mutual Funds | — | — | $12K | <0.1% | |
| Vanguard Target Retirement Income Fund Investor CL Mutual Funds | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Target Ret 2070 Investor Mutual Funds | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
