Amanda Houston signed Onpoint Community Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Onpoint Community Credit Union's EIN is 93-0257765.
Download the official 2024 Form 5500 (PDF) for Onpoint Community Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Onpoint Community Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Tot Stk Mkt Adm | Mutual Funds | — | — | $21.1M | 11.6% | |
| Vanguard Growth Idx Adm | Common Collective Trusts | — | — | $17.8M | 9.8% | |
| Fidelity Fdm Idx 2045 Ipr | Common Collective Trusts | — | — | $13.3M | 7.3% | |
| Fidelity Fdm Idx 2040 Ipr | Common Collective Trusts | — | — | $12.5M | 6.8% | |
| Fidelity Fdm Idx 2050 Ipr | Common Collective Trusts | — | — | $12.0M | 6.6% | |
| Fidelity Fdm Idx 2055 Ipr | Common Collective Trusts | — | — | $11.1M | 6.1% | |
| Vanguard Windsor II Adm | Mutual Funds | — | — | $10.9M | 6.0% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $8.9M | 4.9% | |
| Fidelity Fdm Idx 2035 Ipr | Common Collective Trusts | — | — | $8.4M | 4.6% | |
| Vanguard Midcap Idx Adm | Common Collective Trusts | — | — | $8.2M | 4.5% | |
| Vanguard Cr Fed Money Market Inv | Mutual Funds | — | — | $8.0M | 4.4% | |
| Fidelity Fdm Idx 2030 Ipr | Common Collective Trusts | — | — | $7.2M | 4.0% | |
| Fidelity Fdm Idx 2025 Ipr | Common Collective Trusts | — | — | $7.1M | 3.9% | |
| Fidelity Fdm Idx 2060 Ipr | Common Collective Trusts | — | — | $6.0M | 3.3% | |
| Vanguard Intl Growth Adm | Mutual Funds | — | — | $5.7M | 3.1% | |
| Vanguard Wellesley Adm | Mutual Funds | — | — | $4.6M | 2.5% | |
| Participant loans | Participant loans | — | — | $3.7M | 2.0% | |
| Vanguard Tot Bd Mkt Adm | Mutual Funds | — | — | $3.2M | 1.7% | |
| Col Sm Cap Index I2 | Other securities | — | — | $3.1M | 1.7% | |
| Fidelity Fdm Idx 2065 Ipr | Common Collective Trusts | — | — | $2.8M | 1.5% | |
| Cb Intl Grth I | Other securities | — | — | $2.1M | 1.1% | |
| Fidelity Fdm Idx 2020 Ipr | Common Collective Trusts | — | — | $914K | 0.5% | |
| Vanguard Tot Intl Stk Adm | Mutual Funds | — | — | $843K | 0.5% | |
| Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $744K | 0.4% | |
| Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $705K | 0.4% | |
| BlackRock Infl Pro Bd K | Other securities | — | — | $437K | 0.2% | |
| Fidelity Fdm Idx Inc Ipr | Common Collective Trusts | — | — | $244K | 0.1% | |
| Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $236K | 0.1% | |
| Fidelity Fdm Idx 2015 Ipr | Common Collective Trusts | — | — | $144K | <0.1% | |
| Fidelity Fdm Idx 2010 Ipr | Common Collective Trusts | — | — | $98K | <0.1% | |
| Vanguard TL Intl Bd Idx Adm | Common Collective Trusts | — | — | $39K | <0.1% | |
| Fidelity Fdm Idx 2070 Ipr | Common Collective Trusts | — | — | $23K | <0.1% | |
| Fidelity Gov Cash Reserve | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
