Lauren LOPP signed Washington State Employees Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Washington State Employees Credit Union's EIN is 91-0683062.
Download the official 2024 Form 5500 (PDF) for Washington State Employees Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Washington State Employees 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 |
|---|---|---|---|---|---|
| NORTHWEST PLAN SERVICES | 91-2090931 | — | NONE | $87K | — |
| PACIFIC PORTFOLIO CONSULTING | 20-4049073 | — | SERVICE PROVIDER | $54K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity EXTENDED MKT INDEX FD | Mutual Funds | — | — | $19.0M | 13.2% | |
| Harbor Capital HARBOR CAPITAL APPRECIATION FD INSTL | Other securities | — | — | $18.0M | 12.5% | |
| Vanguard 500 INDEX F | Common Collective Trusts | — | — | $14.3M | 10.0% | |
| Dodge and Cox DODGE & COX STOCK FU | Mutual Funds | — | — | $12.4M | 8.6% | |
| Dodge and Cox DODGE & COX INCOME I | Mutual Funds | — | — | $11.9M | 8.3% | |
| Vanguard DIVIDEND GROWTH FUND INV | Mutual Funds | — | — | $7.9M | 5.5% | |
| STABLE VALUE FUND UNION BOND AND TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $7.0M | 4.9% | |
| WCM FOCUSED INTERNATIONAL GROWTH INS | Other securities | — | — | $5.9M | 4.1% | |
| Blackrock LifePath Index Retire K | Other securities | — | — | $5.9M | 4.1% | |
| Dodge and Cox DODGE & COX INTERNATIONAL STOCK I | Mutual Funds | — | — | $5.7M | 4.0% | |
| JPMorgan GLOBAL BOND OPPTY FD R6 | Other securities | — | — | $5.6M | 3.9% | |
| Emerald GWTH FD CL INST | Other securities | — | — | $5.4M | 3.8% | |
| Vanguard REAL ESTATE IN FD ADM SHRS | Mutual Funds | — | — | $5.3M | 3.7% | |
| Vanguard TOTAL BOND MKT INDEX ADM | Mutual Funds | — | — | $5.2M | 3.6% | |
| Vanguard TOTAL INTL STOCK INDEX ADM | Mutual Funds | — | — | $4.7M | 3.2% | |
| Goldman SACHS EMRG MKTSEQTY INSIGHT | Other securities | — | — | $3.6M | 2.5% | |
| PIMCO COMMODITY REAL RETURN INSTL | Mutual Funds | — | — | $3.5M | 2.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
