Original filing (PDF)20251010125907NAL0008191105001

America First Credit Union

Name: America First Credit Union — America First Credit, Form 5500 (2024)
Creator: America First Credit Union
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

America First Credit Union Pension Plan

Defined-benefit pension plan · America First Credit Union's America First Credit Union Pension Plan held $599.7M in plan assets for 2,587 participants in 2024.

Signals · 2

46% employer stockNo recordkeeper disclosed

Active participants

2,587

Accounts w/ balance

Plan assets (EOY)

$599.7M

Net assets (EOY)

$599.6M

How this plan invests

This plan

490 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (16th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICA FIRST CREDIT UNION.

Plan sponsor

Name

AMERICA FIRST CREDIT UNION

EIN

87-0216202all filings

Address

1344 WEST 4675 SOUTH · RIVERDALE, UT · 844053690

Phone

(801) 627-0900

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

DELOITTE & TOUCHE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROY & ASSOCIATES	46-5485762	—	ACTUARIAL	$241K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIRST STATE TRUST CO.	13-3124172	—	TRUSTEE	$94K	—

Other service providers

Investments

490 direct securities· $553.4M(92% of reported assets)

Common Stocks

$243.1M

332 holdings

U.S. Treasuries

$112.3M

35 holdings

Bonds / Notes

$80.7M

66 holdings

Other securities

$71.3M

8 holdings

Agency / Mortgage-Backed

$24.9M

39 holdings

Cash / Money Market

$8.9M

1 holding

Structured Credit (CLO/ABS)

$8.0M

6 holdings

Mutual Funds

$4.3M

3 holdings

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

BlackRock / iShares$62.1M Morgan Stanley$9.7M JPMorgan$3.7M Schwab$2.7M Wells Fargo / Allspring$2.0M Fidelity$1.6M Prudential / PGIM$631K MetLife$591K Goldman Sachs$368K

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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

					% of plan
iShares Core SP Exchange Traded Funds, iShares Core SP 500 ETF	Other securities	—	$15.6M	$32.9M	5.5%
BlackRock Fixed Income Allocation Target Shrs Ser M	Other securities	—	$17.7M	$17.4M	2.9%
FDIC Bank FDIC Bank Deposit	Other securities	—	$10.0M	$10.0M	1.7%
Morgan Stanley Morgan Stanley US Gov't Money Market	Cash / Money Market	—	$8.9M	$8.9M	1.5%
Taiwan Semiconductor Spons Adr Common Stock Foreign	Common Stocks	—	$3.2M	$6.6M	1.1%
U.S. Treasury U.S. Treasury Notes 4.000% 07/31/30	U.S. Treasuries	—	$6.3M	$6.3M	1.0%
U.S. Treasury U.S. Treasury Notes 4.375% 11/30/30	U.S. Treasuries	—	$6.0M	$6.0M	1.0%
BlackRock Equity Allocation Target Shrs Ser A	Other securities	—	$5.9M	$5.9M	1.0%
U.S. Treasury U.S. Treasury Notes 3.375% 05/15/33	U.S. Treasuries	—	$5.5M	$5.3M	0.9%
U.S. Treasury U.S. Treasury Notes 4.875% 10/31/28	U.S. Treasuries	—	$5.1M	$5.1M	0.8%
U.S. Treasury U.S. Treasury Notes 4.000% 02/15/34	U.S. Treasuries	—	$5.1M	$5.1M	0.8%
U.S. Treasury U.S. Treasury Notes 2.625% 01/31/26	U.S. Treasuries	—	$5.6M	$5.0M	0.8%
U.S. Treasury U.S. Treasury Notes 2.750% 08/15/32	U.S. Treasuries	—	$5.0M	$4.7M	0.8%
U.S. Treasury U.S. Treasury Notes 3.875% 11/30/29	U.S. Treasuries	—	$4.5M	$4.4M	0.7%
Apple Computer Inc Common Stock Domestic	Common Stocks	—	$1.6M	$4.3M	0.7%
U.S. Treasury U.S. Treasury Notes 3.875% 09/30/29	U.S. Treasuries	—	$3.9M	$3.9M	0.7%
U.S. Treasury U.S. Treasury Notes 1.625% 02/15/26	U.S. Treasuries	—	$4.0M	$3.9M	0.6%
U.S. Treasury U.S. Treasury Notes 1.625% 05/15/26	U.S. Treasuries	—	$3.9M	$3.9M	0.6%
U.S. Treasury U.S. Treasury Notes 1.500% 08/15/26	U.S. Treasuries	—	$3.9M	$3.8M	0.6%
Fannie Mae Fnma Umbs Lng 30 Year 3.000% 06/01/51	Agency / Mortgage-Backed	—	$4.6M	$3.7M	0.6%
BlackRock Fixed Income Allocation Target Shrs Ser Svc	Other securities	—	$3.7M	$3.7M	0.6%
Allianz Se Common Stock Foreign	Common Stocks	—	$2.3M	$3.6M	0.6%
Microsoft Corp Common Stock Domestic	Common Stocks	—	$1.5M	$3.6M	0.6%
U.S. Treasury U.S. Treasury Notes 2.625% 02/15/29	U.S. Treasuries	—	$4.2M	$3.4M	0.6%
U.S. Treasury U.S. Treasury Notes 2.375% 05/15/27	U.S. Treasuries	—	$3.5M	$3.4M	0.6%
U.S. Treasury U.S. Treasury Notes 2.250% 08/15/27	U.S. Treasuries	—	$3.3M	$3.3M	0.6%
U.S. Treasury U.S. Treasury Notes 2.250% 11/15/27	U.S. Treasuries	—	$3.6M	$3.3M	0.6%
Fannie Mae Fnma Super Lng 30 Year 2.000% 11/01/46	Agency / Mortgage-Backed	—	$4.2M	$3.3M	0.5%
U.S. Treasury U.S. Treasury Notes 4.125% 11/15/32	U.S. Treasuries	—	$3.3M	$3.2M	0.5%
U.S. Treasury U.S. Treasury Notes 3.625% 05/31/28	U.S. Treasuries	—	$3.2M	$3.2M	0.5%
Sony Corp Adr Common Stock Foreign	Common Stocks	—	$2.5M	$3.1M	0.5%
U.S. Treasury U.S. Treasury Notes 0.375% 01/31/26	U.S. Treasuries	—	$3.1M	$3.1M	0.5%
U.S. Treasury U.S. Treasury Notes 4.500% 11/15/33	U.S. Treasuries	—	$3.2M	$3.0M	0.5%
U.S. Treasury U.S. Treasury Notes 2.125% 05/15/25	U.S. Treasuries	—	$3.1M	$3.0M	0.5%
U.S. Treasury U.S. Treasury Notes 1.875% 02/28/29	U.S. Treasuries	—	$3.0M	$2.9M	0.5%
U.S. Treasury U.S. Treasury Notes 1.375% 11/15/31	U.S. Treasuries	—	$3.2M	$2.9M	0.5%
Shell Plc Common Stock Foreign	Common Stocks	—	$1.9M	$2.8M	0.5%
U.S. Treasury U.S. Treasury Notes 0.625% 03/31/27	U.S. Treasuries	—	$3.0M	$2.8M	0.5%
U.S. Treasury U.S. Treasury Notes 4.000% 02/29/28	U.S. Treasuries	—	$2.7M	$2.7M	0.5%
U.S. Treasury US Treasury Note 4.000% 06/30/28	U.S. Treasuries	—	$2.8M	$2.7M	0.5%
Bat Capital Corp Bonds Domestic, 2.259% 03/25/28 Par 2,825,000	Bonds / Notes	—	$2.6M	$2.6M	0.4%
U.S. Treasury U.S. Treasury Notes 0.625% 08/15/30	U.S. Treasuries	—	$3.0M	$2.5M	0.4%
Nestle Sa Spons Adr For Reg Common Stock Foreign	Common Stocks	—	$2.8M	$2.4M	0.4%
Hsbc Hldgs Plc Corp Bonds Foreign, 3.900% 05/25/26 Par 2,250,000	Bonds / Notes	—	$2.4M	$2.2M	0.4%
Blackrock Inc Common Stock Domestic	Common Stocks	—	$1.1M	$2.2M	0.4%
Berkshire Hathaway Inc-Cl B Common Stock Domestic	Common Stocks	—	$1.0M	$2.2M	0.4%
Fannie Mae Fnma Pass-thru Lng 30 Year 3.500% 08/01/47	Agency / Mortgage-Backed	—	$2.5M	$2.1M	0.4%
Air Prods & Chems Inc Common Stock Domestic	Common Stocks	—	$1.9M	$2.1M	0.4%
Nvidia Corp Common Stock Domestic	Common Stocks	—	$365K	$2.1M	0.3%
Enel Spa Adr Common Stock Foreign	Common Stocks	—	$1.9M	$2.1M	0.3%

1–50 of 490

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