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Original filing (PDF)20251014084354NAL0002427345001
ADVANTIS CREDIT UNION
Form 5500
FILING_RECEIVED
ADVANTIS CREDIT UNION 401(K) PLAN
401(k) retirement plan
Active participants
297
Accounts w/ balance
384
Plan assets (EOY)
$30.9M
Net assets (EOY)
$30.9M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANTIS CREDIT UNION.
Plan sponsor
Name
ADVANTIS CREDIT UNION
EIN
93-0251640
Address
14405 MEYERS ROAD · OREGON CITY, OR · 97045
Phone
(503) 210-2648
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JONES & ROTH PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253567 | — | RECORDKEEPER | $52K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLAN SPECIALISTS | 26-1570786 | — | TPA | $9K | — |
Investments
33 direct securities · 1 pooled fund· $57.3M(100% of reported assets)
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.
Pooled Separate Account
$28.8M
1 holding
Uncategorized
$28.5M
33 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $28.8M | 93.1% | |
| Fidelity 500 Index | — | — | — | $3.5M | 11.2% | |
| Vanguard Target Retirement 2050 INV | — | — | — | $2.9M | 9.5% | |
| Vanguard Target Retirement 2045 INV | — | — | — | $2.3M | 7.4% | |
| Vanguard Target Retirement 2040 INV | — | — | — | $2.0M | 6.4% | |
| Vanguard Target Retirement 2055 INV | — | — | — | $2.0M | 6.4% | |
| Key Guaranteed Portfolio Fund | — | — | — | $1.6M | 5.1% | |
| AB Large CAP Growth Z | — | — | — | $1.3M | 4.2% | |
| Fidelity International Index | — | — | — | $1.1M | 3.6% | |
| Vanguard Target Retirement 2060 INV | — | — | — | $994K | 3.2% | |
| JP Morgan Mid Cap Growth R6 | — | — | — | $942K | 3.0% | |
| Vanguard Target Retirement 2030 INV | — | — | — | $938K | 3.0% | |
| JP Morgan Equity Income R6 | — | — | — | $908K | 2.9% | |
| Fidelity Small Cap Index | — | — | — | $818K | 2.6% | |
| Vanguard Target Retirement 2035 INV | — | — | — | $794K | 2.6% | |
| Fidelity US Bond Index | — | — | — | $760K | 2.5% | |
| Fidelity Mid Cap Index | — | — | — | $744K | 2.4% | |
| Fidelity Advisor Strategic Income I | — | — | — | $596K | 1.9% | |
| Vanguard Information Technology IDX ADM | — | — | — | $581K | 1.9% | |
| American Funds New Perspective R6 | — | — | — | $567K | 1.8% | |
| Vanguard Target Retirement 2025 INV | — | — | — | $456K | 1.5% | |
| Vanguard Target Retirement Income INV | — | — | — | $442K | 1.4% | |
| Victory Sycamore Small Co Opportunity I | — | — | — | $411K | 1.3% | |
| Participant loans | — | — | — | $386K | 1.2% | |
| Allspring Core Bond Institutional | — | — | — | $279K | 0.9% | |
| American Funds American Balanced R5 | — | — | — | $265K | 0.9% | |
| Fidelity Advisor International Growth I | — | — | — | $238K | 0.8% | |
| Vanguard Target Retirement 2020 INV | — | — | — | $230K | 0.7% | |
| JP Morgan Small Cap Growth R6 | — | — | — | $179K | 0.6% | |
| Allspring Special Mid Cap Value R6 | — | — | — | $103K | 0.3% | |
| Vanguard Target Retirement 2065 INV | — | — | — | $102K | 0.3% | |
| Cohen & Steers Real Estate Securities Z | — | — | — | $99K | 0.3% | |
| International Stock R1 | — | — | — | $27K | <0.1% | |
| Empower US Govt Securities Fund Inst | — | — | — | $7K | <0.1% |
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