Jeannine Boettcher signed Technology Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Technology Credit Union's EIN is 94-1651781.
Download the official 2024 Form 5500 (PDF) for Technology Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Technology 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INST INDEX | Mutual Funds | — | — | $13.3M | 17.2% | |
| J.P. MORGAN JPM LG CAP GROWTH R6 | Other securities | — | — | $11.5M | 14.8% | |
| AMERICAN FUNDS AF TRGT DATE 2040 R6 | Mutual Funds | — | — | $5.3M | 6.8% | |
| J.P. MORGAN JPM MID CAP GRTH R6 | Other securities | — | — | $4.7M | 6.1% | |
| AMERICAN FUNDS AF TRGT DATE 2030 R6 | Mutual Funds | — | — | $4.4M | 5.7% | |
| VANGUARD VANG VMMR-FED MMKT | Mutual Funds | — | — | $4.4M | 5.7% | |
| VANGUARD VANG MIDCAP IDX ADM | Common Collective Trusts | — | — | $4.2M | 5.4% | |
| MFS VALUE R6 | Mutual Funds | — | — | $3.2M | 4.1% | |
| AMERICAN FUNDS AF TRGT DATE 2045 R6 | Mutual Funds | — | — | $3.0M | 3.9% | |
| AMERICAN FUNDS AF TRGT DATE 2050 R6 | Mutual Funds | — | — | $3.0M | 3.9% | |
| MFS INTL DIVRSN R6 | Mutual Funds | — | — | $2.9M | 3.8% | |
| AMERICAN FUNDS AF TRGT DATE 2035 R6 | Mutual Funds | — | — | $2.8M | 3.6% | |
| VANGUARD VANG SM CAP IDX ADM | Common Collective Trusts | — | — | $2.3M | 3.0% | |
| DODGE & COX DODGE & COX INCOME X | Mutual Funds | — | — | $1.8M | 2.3% | |
| T. ROWE PRICE TRP NEW HORIZONS I | Other securities | — | — | $1.8M | 2.3% | |
| AMERICAN FUNDS AF TRGT DATE 2055 R6 | Mutual Funds | — | — | $1.6M | 2.0% | |
| AMERICAN FUDNS AF TRGT DATE 2060 R6 | Other securities | — | — | $1.5M | 2.0% | |
| AMERICAN FUNDS AF TRGT DATE 2025 R6 | Mutual Funds | — | — | $1.3M | 1.7% | |
| AMERICAN FUNDS AF TRGT DATE 2020 R6 | Mutual Funds | — | — | $1.0M | 1.3% | |
| VANGUARD VANG TOT BD MKT ADM | Mutual Funds | — | — | $967K | 1.2% | |
| Participant loans Interest at rates ranging from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $945K | 1.2% | |
| VANGUARD VANG TOT INTL STK AD | Mutual Funds | — | — | $423K | 0.5% | |
| ALLSPRING AS SPL SM CAP VAL R6 | Other securities | — | — | $391K | 0.5% | |
| DIMENSIONAL FUND ADV. DFA INTL SMALL CO I | Mutual Funds | — | — | $330K | 0.4% | |
| AMERICAN FUNDS AF TRGT DATE 2010 R6 | Mutual Funds | — | — | $173K | 0.2% | |
| AMERICAN FUNDS AF TRGT DATE 2065 R6 | Mutual Funds | — | — | $98K | 0.1% | |
| FIDELITY MGMT TRUST CO. FID GOV CASH RESERVE | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
