JEN Martin signed Columbia Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Columbia Credit Union's EIN is 91-0617775.
Download the official 2024 Form 5500 (PDF) for Columbia Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Columbia Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID ADV EQUITY GROWTH - Z | Registered Investment Companies | — | — | $4.9M | 12.3% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $4.6M | 11.5% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $3.9M | 9.7% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $3.5M | 8.7% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $2.4M | 6.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.1M | 5.2% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $2.0M | 5.1% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.0M | 4.9% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $1.9M | 4.6% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $1.8M | 4.6% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $1.5M | 3.9% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $1.4M | 3.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.2M | 3.0% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $1.1M | 2.8% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $867K | 2.2% | |
| INVESCO GLOBAL OPP R6 | Registered Investment Companies | — | — | $593K | 1.5% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $505K | 1.3% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $463K | 1.2% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $424K | 1.1% | |
| EV ATLANTA CAPITAL SMID CAP R6 | Registered Investment Companies | — | — | $408K | 1.0% | |
| VAN SELECTED VALUE - INV | Registered Investment Companies | — | — | $403K | 1.0% | |
| AMC DIVERSIFIED BOND - R6 | Registered Investment Companies | — | — | $368K | 0.9% | |
| JPMORGAN HIGH YIELD R6 | Registered Investment Companies | — | — | $330K | 0.8% | |
| FIDELITY GOVERNMENT INCOME | Registered Investment Companies | — | — | $300K | 0.8% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $296K | 0.7% | |
| AB SMALL CAP GROWTH I | Registered Investment Companies | — | — | $113K | 0.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $58K | 0.1% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $29K | <0.1% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $29K |
| — |
