Kitsap Credit Union's EIN is 91-0333066.
Download the official 2024 Form 5500 (PDF) for Kitsap Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kitsap 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS, LLC | 82-1301707 | — | NONE | $43K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $26.4M | 81.7% | |
| Standard Insurance Guaranteed Interest Fund | Other securities | — | — | $5.6M | 17.2% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $5.1M | 15.9% | |
| Harbor Capital Appreciation I | Other securities | — | — | $4.6M | 14.1% | |
| Fidelity ADV Total Bond I | Mutual Funds | — | — | $3.5M | 10.8% | |
| DFA Intl Core Equity I | Mutual Funds | — | — | $2.9M | 8.9% | |
| Vanguard Windsor II Admiral | Mutual Funds | — | — | $2.4M | 7.5% | |
| Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $2.1M | 6.6% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $1.6M | 4.8% | |
| Vanguard Wellington Admiral | Mutual Funds | — | — | $1.5M | 4.5% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $1.4M | 4.5% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $941K | 2.9% | |
| Vanguard Explorer Admiral | Mutual Funds | — | — | $373K | 1.2% | |
| 3.25% - 8.50% maturing through 2031 | Bonds / Notes | — | — | $357K | 1.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
