Tamara J. Ortega signed Nuvision Federal Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nuvision Federal Credit Union's EIN is 95-1644517.
Download the official 2024 Form 5500 (PDF) for Nuvision Federal Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nuvision Federal Credit Union's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Short - Term Investment Grade Fund | Mutual Funds | — | $2.9M | $2.8M | 32.7% | |
| Vanguard Long - Term Investment Grade Fund | Mutual Funds | — | $3.7M | $2.7M | 31.8% | |
| Vanguard 500 Index Fund | Mutual Funds | — | $596K | $1.5M | 17.2% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | $470K | $785K | 9.2% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | $540K | $645K | 7.5% | |
| Interest-Bearing Cash * Charles Schwab Charles Schwab Bank | Mutual Funds | — | $131K | $131K | 1.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
