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Original filing (PDF)20251014112725NAL0005687362006
NUVISION FEDERAL CREDIT UNION
Form 5500
FILING_RECEIVED
NUVISION FEDERAL CREDIT UNION SAVINGS PLAN
401(k) retirement plan
Active participants
541
Accounts w/ balance
792
Plan assets (EOY)
$69.4M
Net assets (EOY)
$69.4M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NUVISION FEDERAL CREDIT UNION.
Plan sponsor
Name
NUVISION FEDERAL CREDIT UNION
EIN
95-1644517
Address
7812 EDINGER AVENUE · HUNTINGTON BEACH, CA · 92647
Phone
(714) 375-8055
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
WRIGHT FORD YOUNG & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $87K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP, INC. | 20-0361079 | — | ADVISOR | $12K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WRIGHT FORD YOUNG & CO | 95-3288054 | — | CONSULTING | $15K | — |
Investments
28 direct securities · 1 pooled fund· $69.4M(100% of reported assets)
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.
Uncategorized
$62.3M
28 holdings
Common Collective Trust
$7.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE STABLE VALUE A T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $7.2M | 10.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $6.2M | 8.9% | |
| Fidelity 500 Index Fund | — | — | — | $5.9M | 8.6% | |
| JPMorgan Large Cap Growth Fund R6 | — | — | — | $5.8M | 8.3% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $5.0M | 7.2% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $4.5M | 6.4% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $3.9M | 5.7% | |
| T. Rowe Price Equity Income Fund | — | — | — | $3.8M | 5.4% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $3.3M | 4.7% | |
| Vanguard Total Bond Market Index Admiral Fund | — | — | — | $2.5M | 3.5% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $2.3M | 3.4% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.8M | 2.5% | |
| Conestoga Small Cap Institutional Fund | — | — | — | $1.7M | 2.4% | |
| Notes receivable from participants * Participant Loans Interest rates ranging from 5.25% - 10.50% - | — | — | — | $1.6M | 2.3% | |
| PGIM Investments Total Return Bond Fund R6 | — | — | — | $1.6M | 2.3% | |
| Vanguard Inflation-Protected Securities Admiral Fund | — | — | — | $1.6M | 2.2% | |
| Registered investment companies American Century Mid Cap Value Fund R6 | — | — | — | $1.5M | 2.1% | |
| American Funds Capital World Growth and Income Fund R6 | — | — | — | $1.4M | 2.0% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $1.3M | 1.9% | |
| American Funds EuroPacific Growth Fund R6 | — | — | — | $1.3M | 1.9% | |
| Carillon Eagle Mid Cap Growth Fund R6 | — | — | — | $1.2M | 1.8% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1.2M | 1.8% | |
| Northern Trust Small Cap Value Fund | — | — | — | $1.0M | 1.4% | |
| Vanguard Balanced Index Admiral Fund | — | — | — | $617K | 0.9% | |
| Vanguard Total International Stock Index Admiral Fund | — | — | — | $416K | 0.6% | |
| Dimensional Fund Advisors International Small Company Portfolio Fund | — | — | — | $339K | 0.5% | |
| Vanguard Target Retirement Income Fund | — | — | — | $326K | 0.5% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $246K | 0.4% | |
| Interest-bearing cash * State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $31K | <0.1% |