Patience Tennis signed Qualstar Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Qualstar Credit Union's EIN is 91-6035907.
Download the official 2024 Form 5500 (PDF) for Qualstar Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Qualstar Credit Union's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER RETIREMENT | 47-2534181 | — | NONE | $58K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Prem | Common Collective Trusts | — | $4.8M | $5.7M | 16.2% | |
| Vanguard High Dividend Yield Index Fund Admiral | Common Collective Trusts | — | $2.6M | $3.7M | 10.5% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | $2.6M | $3.6M | 10.4% | |
| Cohen & Steers Instl Realty Shares | Other securities | — | $3.3M | $3.5M | 10.1% | |
| PIMCO Income Instl | Mutual Funds | — | $3.6M | $3.3M | 9.5% | |
| Fidelity Overseas | Mutual Funds | — | $2.9M | $3.3M | 9.4% | |
| PGIM Total Return Bond Z | Other securities | — | $3.8M | $3.3M | 9.4% | |
| Vanguard Short-Term Investment Grade Admiral | Mutual Funds | — | $3.1M | $3.0M | 8.6% | |
| Invesco International Small-Mid Company Fund R6 | Mutual Funds | — | $2.1M | $1.5M | 4.4% | |
| Vanguard Federal Money Market Investor | Mutual Funds | — | $330K | $330K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
