Rebecca Nixon signed Monterra Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Monterra Credit Union's EIN is 94-1231186.
Download the official 2024 Form 5500 (PDF) for Monterra Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Monterra Credit Union's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $44K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds AF TRGT DATE 2025 R6 | Mutual Funds | — | — | $6.7M | 15.4% | |
| American Funds AF TRGT DATE 2030 R6 | Mutual Funds | — | — | $6.3M | 14.6% | |
| American Funds AF TRGT DATE 2045 R6 | Mutual Funds | — | — | $4.6M | 10.5% | |
| American Funds AF TRGT DATE 2035 R6 | Mutual Funds | — | — | $3.8M | 8.8% | |
| American Funds AF TRGT DATE 2050 R6 | Mutual Funds | — | — | $3.4M | 7.7% | |
| American Funds AF TRGT DATE 2040 R6 | Mutual Funds | — | — | $2.9M | 6.5% | |
| FIDELITY MGMT TRUST CO. FID 500 INDEX | Common Collective Trusts | — | — | $2.8M | 6.5% | |
| FIDELITY MGMT TRUST CO. FA GROWTH OPPS I | Mutual Funds | — | — | $1.7M | 4.0% | |
| American Funds AF TRGT DATE 2055 R6 | Mutual Funds | — | — | $1.3M | 3.1% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $1.2M | 2.8% | |
| American Funds AF TRGT DATE 2010 R6 12 American Funds AF TRGT DATE 2020 R6 | Mutual Funds | — | — | $1.1M | 2.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.0M | 2.4% | |
| American Funds AF TRGT DATE 2060 R6 | Mutual Funds | — | — | $905K | 2.1% | |
| MFS INTL DIVRSN R6 | Mutual Funds | — | — | $818K | 1.9% | |
| JANUS HENDERSON J H ENTERPRISE N | Mutual Funds | — | — | $804K | 1.8% | |
| T. Rowe Price TRP MID CAP VALUE | Other securities | — | — | $747K | 1.7% | |
| American Funds AF WASH MUTL INV R6 | Mutual Funds | — | — | $671K | 1.5% | |
| PARTICIPANT LOANS Interest at rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $636K | 1.5% | |
| American Funds AF NEW PERSPECT R6 | Mutual Funds | — | — | $527K | 1.2% | |
| American Funds AS CORE PLUS BOND R6 | Mutual Funds | — | — | $465K | 1.1% | |
| BNY Mellon BNYM SMCP ST IDX INV | Common Collective Trusts | — | — | $298K | 0.7% | |
| PIMCO PIM RAE US SM I | Mutual Funds | — | — | $248K | 0.6% | |
| American Funds AF TRGT DATE 2015 R6 | Mutual Funds | — | — | $196K | 0.4% | |
| American Funds AF TRGT DATE 2065 R6 | Mutual Funds | — | — | $37K | <0.1% | |
| American Funds HTFD EQUITY INC R6 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
