DAWN Chute signed San Francisco Fire Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
San Francisco Fire Credit Union's EIN is 94-1209440.
Download the official 2024 Form 5500 (PDF) for San Francisco Fire Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)San Francisco Fire 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $70K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $3.4M | 11.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.9M | 9.5% | |
| Fidelity Freedom Index 2045 Premier | Mutual Funds | — | — | $2.9M | 9.5% | |
| Fidelity Freedom Index 2030 Premier | Mutual Funds | — | — | $2.7M | 8.8% | |
| Fidelity Freedom Index 2035 Premier | Mutual Funds | — | — | $2.5M | 8.2% | |
| Fidelity Freedom Index 2050 Premier | Mutual Funds | — | — | $1.9M | 6.4% | |
| American Funds Washington Mutual R6 | Mutual Funds | — | — | $1.7M | 5.7% | |
| Fidelity Freedom Index 2025 Premier | Mutual Funds | — | — | $1.5M | 5.0% | |
| Fidelity Freedom Index 2040 Premier | Mutual Funds | — | — | $1.4M | 4.5% | |
| Fidelity Freedom Index 2055 Premier | Mutual Funds | — | — | $1.2M | 3.9% | |
| Fidelity Freedom Index 2020 Premier | Mutual Funds | — | — | $1.0M | 3.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $952K | 3.1% | |
| Federated Hermes MDT Mid CP Growth IS | Other securities | — | — | $938K | 3.1% | |
| Great-West (Empower) Key Guaranteed Portfolio Fund | Other securities | — | — | $889K | 2.9% | |
| Fidelity Freedom Index 2060 Premier | Mutual Funds | — | — | $622K | 2.1% | |
| PGIM High-Yield R6 | Other securities | — | — | $546K | 1.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $503K | 1.7% | |
| Maturing through October 2034 - | Other securities | — | — | $394K | 1.3% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $368K | 1.2% | |
| JPMorgan Core Plus Bond R6 | Other securities | — | — | $367K | 1.2% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $283K | 0.9% | |
| T. Rowe Price Global Stock I | Other securities | — | — | $256K | 0.8% | |
| Columbia Real Estate Equity INST2 | Other securities | — | — | $201K | 0.7% | |
| AB Bond Inflation Strategy Z | Other securities | — | — | $180K | 0.6% | |
| Blackrock Emerging Markets K | Other securities | — | — | $158K | 0.5% | |
| Fidelity Freedom Index Inc Premier | Mutual Funds | — | — | $122K | 0.4% | |
| American Century Small Cap Value R6 | Other securities | — | — | $115K | 0.4% | |
| MFS International Growth R6 | Mutual Funds | — | — | $105K | 0.3% | |
| AB Small Cap Growth Z | Other securities | — | — | $84K | 0.3% | |
| Brandywineglobal Global Opps Bond IS | Other securities | — | — | $63K | 0.2% | |
| Fidelity Freedom Index 2065 Premier | Mutual Funds | — | — | $47K | 0.2% | |
| Fidelity Freedom Index 2010 Premier | Mutual Funds | — | — | $20K | <0.1% | |
| DFA Social Fixed Income Institutional | Mutual Funds | — | — | $13K | <0.1% | |
| American Funds American Mutual R6 | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Freedom Index 2015 Premier | Mutual Funds | — | — | $10K | <0.1% | |
| Putnam Sustainable Leaders R6 | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
