Angie Knips signed Rogue Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rogue Credit Union's EIN is 93-0491115.
Download the official 2024 Form 5500 (PDF) for Rogue Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rogue Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $58K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FREEDOM FIDUCIARIES LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BOISE, ID |
| INVESTMENT ADVISOR |
| $42K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $11.6M | 21.8% | |
| IndexSelect Moderate 2045 Fund CL R6 | Other securities | — | — | $10.4M | 19.6% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $6.4M | 12.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $5.9M | 11.1% | |
| IndexSelect Moderate 2055 Fund CL R6 | Other securities | — | — | $4.9M | 9.3% | |
| Insurance contracts * EI Fixed Account - Series Class I | Other securities | — | — | $3.1M | 5.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.1M | 5.8% | |
| IndexSelect Moderate 2035 Fund CL R6 | Other securities | — | — | $2.2M | 4.1% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $1.9M | 3.6% | |
| Fidelity Total International Index | Mutual Funds | — | — | $1.8M | 3.4% | |
| American Funds Bond Fund of America R6 | Mutual Funds | — | — | $1.8M | 3.3% | |
| Putnam Large Cap Value Trust I | Mutual Funds | — | — | $1.5M | 2.8% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $1.4M | 2.6% | |
| Registered investment companies JPMorgan International Equity R6 | Other securities | — | — | $1.3M | 2.5% | |
| INDEXSELECT MOD 2065 FUND CLASS R6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $1.3M | 2.5% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $1.3M | 2.4% | |
| Participant loans Interest rate range: 4.25 - 9.50% - | Bonds / Notes | — | — | $1.0M | 1.9% | |
| CUNA Mutual Stable Value 201 | Stable Value | — | — | $992K | 1.9% | |
| Fidelity Mid Cap Growth Index | Mutual Funds | — | — | $940K | 1.8% | |
| Fidelity Mid Cap Value Index | Mutual Funds | — | — | $934K | 1.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $902K | 1.7% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $817K | 1.5% | |
| IndexSelect Moderate 2065 Fund CL R6 | Other securities | — | — | $774K | 1.5% | |
| BlackRock Mid Cap Equity Index Fund R | Common Collective Trusts | — | — | $676K | 1.3% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $524K | 1.0% | |
| LARGE CAP GROWTH / JPM INVST MGMT EMPOWER ANNUITY INS COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $413K | 0.8% | |
| Fidelity Small Cap Value Index | Mutual Funds | — | — | $290K | 0.5% | |
| IndexSelect Moderate Retire Fund CL R6 | Other securities | — | — | $227K | 0.4% | |
| Fidelity Small Cap Growth Index | Mutual Funds | — | — | $60K | 0.1% | |
| IndexSelect Moderate 2025 Fund CL R6 | Other securities | — | — | $45K | <0.1% | |
| American Century Focused Dynamic GR R6 | Other securities | — | — | $38K | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |
