Paolo SHEA signed Provident Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Provident Credit Union's EIN is 94-1482957.
Download the official 2024 Form 5500 (PDF) for Provident Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Provident Credit Union's plan includes a default investment (QDIA), a 401(k) feature, automatic enrollment, profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.
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 | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES INC | 80-0833114 | — | ADVISOR | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD VANG VMMR-FED MMKT | Mutual Funds | — | — | $12.0M | 17.9% | |
| VANGUARD VANG US GROWTH ADM | Mutual Funds | — | — | $11.1M | 16.6% | |
| AMERICAN FUNDS AF EUROPAC GROWTH R6 | Mutual Funds | — | — | $6.3M | 9.3% | |
| JANUS HENDERSON J H ENTERPRISE N | Mutual Funds | — | — | $5.3M | 7.8% | |
| VANGUARD VANG EQUITY INC ADM | Mutual Funds | — | — | $5.3M | 7.8% | |
| VANGUARD VANG 500 INDEX ADM | Common Collective Trusts | — | — | $5.1M | 7.6% | |
| DODGE & COX DODGE & COX INCOME X | Mutual Funds | — | — | $3.5M | 5.3% | |
| VANGUARD VANG EXT MKT IDX ADM | Common Collective Trusts | — | — | $2.5M | 3.7% | |
| FIDELITY MGMT TRUST CO. BROKERAGELINK | Mutual Funds | — | — | $2.2M | 3.2% | |
| VANGUARD VANG TARGET RET 2030 | Mutual Funds | — | — | $1.9M | 2.9% | |
| VANGUARD VANG STR SMCP EQ INV | Mutual Funds | — | — | $1.9M | 2.8% | |
| VANGUARD VANG TOT STK MKT ADM | Mutual Funds | — | — | $1.7M | 2.6% | |
| VANGUARD VANG TARGET RET 2045 | Mutual Funds | — | — | $1.7M | 2.5% | |
| VANGUARD VANG TARGET RET 2035 | Mutual Funds | — | — | $1.4M | 2.1% | |
| VANGUARD VANG TARGET RET 2050 | Mutual Funds | — | — | $993K | 1.5% | |
| PARTICIPANT LOANS Interest ranging from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $712K | 1.1% | |
| VANGUARD VANG TOT BD MKT ADM | Mutual Funds | — | — | $657K | 1.0% | |
| VANGUARD VANG TARGET RET 2055 | Mutual Funds | — | — | $528K | 0.8% | |
| VANGUARD VANG TARGET RET 2025 | Mutual Funds | — | — | $505K | 0.8% | |
| VANGUARD VANG TARGET RET 2040 | Mutual Funds | — | — | $473K | 0.7% | |
| VANGUARD VANG TARGET RET 2020 | Mutual Funds | — | — | $367K | 0.5% | |
| VANGUARD VANG TOT INTL STK AD | Mutual Funds | — | — | $340K | 0.5% | |
| VANGUARD VANG TARGET RET 2060 | Mutual Funds | — | — | $339K | 0.5% | |
| VANGUARD VANG TARGET RET 2065 | Mutual Funds | — | — | $240K | 0.4% | |
| VANGUARD VANG TARGET RET INC | Mutual Funds | — | — | $101K | 0.2% | |
| T. ROWE PRICE TRP OVERSEAS STOCK I | Other securities | — | — | $54K | <0.1% | |
| VANGUARD VANG TARGET RET 2070 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
