Lindsey Skinfill signed Numerica Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Numerica Credit Union's EIN is 91-0863377.
Download the official 2024 Form 5500 (PDF) for Numerica Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Numerica 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | — | INVESTMENT ADVISOR | $11K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RET BLEND 2045 A T ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $12.9M | 14.6% | |
| T ROWE PRICE RET BLEND 2055 A T ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $9.7M | 11.0% | |
| FID 500 INDEX Mutual fund | Common Collective Trusts | — | — | $8.5M | 9.7% | |
| T ROWE PRICE RET BLEND 2035 A T ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $7.1M | 8.1% | |
| FID BLUE CHIP GR Mutual fund | Mutual Funds | — | — | $5.8M | 6.5% | |
| T ROWE PRICE RET BLEND 2050 A T ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $4.7M | 5.3% | |
| T ROWE PRICE RET BLEND 2025 A T ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $3.7M | 4.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $3.1M | 3.5% | |
| T ROWE PRICE RET BLEND 2040 A T ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $3.0M | 3.4% | |
| BR ADV SC CORE INST Mutual fund | Other securities | — | — | $2.9M | 3.3% | |
| COL DIV INC INST MS Collective investment trusts | Common Collective Trusts | — | — | $2.6M | 2.9% | |
| COLUMBIA TRUST DIVIDEND INCOME FUND AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $2.6M | 2.9% | |
| FID PURITAN Mutual fund | Mutual Funds | — | — | $2.4M | 2.8% | |
| VANG INTL GROWTH ADM Mutual fund | Other securities | — | — | $2.2M | 2.5% | |
| JPM MID CAP EQ R6 Mutual fund | Other securities | — | — | $2.1M | 2.4% | |
| T ROWE PRICE RET BLEND 2030 A T ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $1.9M | 2.1% | |
| maturing through September 2034 | Other securities | — | — | $1.5M | 1.7% | |
| 1ST EAGLE OVERSEA R6 Mutual fund | Other securities | — | — | $1.4M | 1.6% | |
| DODGE & COX INCOME I Mutual fund | Mutual Funds | — | — | $1.4M | 1.6% | |
| J H BALANCED I Mutual fund | Other securities | — | — | $1.4M | 1.5% | |
| T ROWE PRICE RET BLEND 2060 A T ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.4% | |
| COHEN & STEERS RLTY Mutual fund | Other securities | — | — | $1.0M | 1.2% | |
| FID US BOND IDX Mutual fund | Common Collective Trusts | — | — | $643K | 0.7% | |
| FID EXTD MKT IDX Mutual fund | Common Collective Trusts | — | — | $577K | 0.7% | |
| T ROWE PRICE RET BLEND 2065 A T ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $566K | 0.6% | |
| T ROWE PRICE RET BLEND 2015 A T ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $426K | 0.5% | |
| T ROWE PRICE RET BLEND 2020 A T ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $373K | 0.4% | |
| GQG PTN EM MKT EQ I Mutual fund | Other securities | — | — | $334K | 0.4% | |
| PIM INTL BD US$H I Mutual fund | Other securities | — | — | $296K | 0.3% | |
| STATE ST GLB EX-US K Mutual fund | Other securities | — | — | $140K | 0.2% | |
| BLKRK HI YLD INST Mutual fund | Other securities | — | — | $121K | 0.1% | |
| AF INFL LINKED BD R6 Mutual fund | Other securities | — | — | $50K | <0.1% | |
| FID GOVT MMKT Money market account | Mutual Funds | — | — | $5K | <0.1% | |
| T ROWE PRICE RET BLEND 2010 A T ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $8 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $10K |
| — |
