Chris Minello signed Clark County Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clark County Credit Union's EIN is 88-0065951.
Download the official 2024 Form 5500 (PDF) for Clark County Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clark County Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARISTA WEALTH MANAGEMENT LLC | 20-5148461 | — | ADVISOR | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index 12,811 shares | Common Collective Trusts | — | $13K | $2.6M | 14.1% | |
| Blackrock LP Index 2050 K 93,944 shares | Other securities | — | $94K | $2.2M | 11.8% | |
| Blackrock LP Index 2035 K 109,607 shares | Other securities | — | $110K | $2.1M | 11.1% | |
| Blackrock LP Index 2030 K 111,491 shares | Mutual Funds | — | $111K | $1.9M | 10.3% | |
| Blackrock LP Index Retirement K 123,082 shares | Other securities | — | $123K | $1.7M | 9.1% | |
| Blackrock LP Index 2045 K 72,547 shares | Other securities | — | $73K | $1.6M | 8.7% | |
| Blackrock LP Index 2040 K 68,102 shares | Other securities | — | $68K | $1.4M | 7.5% | |
| Blackrock LP Index 2060 K 36,789 shares | Other securities | — | $37K | $794K | 4.3% | |
| Blackrock LP Index 2055 K 29,214 shares | Other securities | — | $29K | $703K | 3.8% | |
| Money Market Funds *Fidelity Governmental Money Market 613,305 shares | Mutual Funds | — | $613K | $613K | 3.3% | |
| DFA US Large Cap Value 11,535 shares | Mutual Funds | — | $12K | $569K | 3.1% | |
| Participant Loans Various maturity dates through November 2031; interest rates from 3.25% to 9.25% | Bonds / Notes | — | — | $470K | 2.5% | |
| Fidelity Small Cap Index 14,341 shares | Mutual Funds | — | $14K | $397K | 2.1% | |
| Fidelity International Index 6,251 shares | Mutual Funds | — | $6K | $297K | 1.6% | |
| Vanguard Real Estate Index Adm 2,153 shares | Mutual Funds | — | $2K | $272K | 1.5% | |
| Vanguard Intermediate Bond Index Adm 26,695 shares | Mutual Funds | — | $27K | $270K | 1.5% | |
| Vanguard Small Cap Value Index Adm 2,345 shares | Mutual Funds | — | $2K | $200K | 1.1% | |
| Vanguard Total Bond Market Adm 20,096 shares | Mutual Funds | — | $20K | $191K | 1.0% | |
| DFA Global Equity Portfolio Institutional Class 3,030 shares | Mutual Funds | — | $3K | $103K | 0.6% | |
| Fidelity Emerging Markets Index 8,279 shares | Mutual Funds | — | $8K | $87K | 0.5% | |
| Fidelity Short Term Trust Bond Index 6,759 shares | U.S. Treasuries | — | $7K | $69K | 0.4% | |
| Vanguard Balanced Index Adm 1,077 shares | Mutual Funds | — | $1K | $52K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
