Tony Sawaya signed Arrowhead Central Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arrowhead Central Credit Union's EIN is 95-1682200.
Download the official 2024 Form 5500 (PDF) for Arrowhead Central Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arrowhead Central Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $6K | — |
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 AMERICAN BALANCED R4 | Mutual Funds | — | — | $17.6M | 49.9% | |
| Fidelity Management Trust Co. FID 500 INDEX | Common Collective Trusts | — | — | $2.5M | 7.0% | |
| J.P. Morgan JPM LG CAP GROWTH R6 | Other securities | — | — | $2.4M | 6.8% | |
| Participant loans Interest at rates ranging from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $1.8M | 5.1% | |
| American Funds AF EUROPAC GRTH R4 | Mutual Funds | — | — | $1.5M | 4.2% | |
| Fidelity Management Trust Co. FID EXTD MKT IDX | Common Collective Trusts | — | — | $1.4M | 4.0% | |
| T.RowePrice TRP VALUE ADVISOR | Other securities | — | — | $1.1M | 3.2% | |
| Fidelity Management Trust Co. FID INTL INDEX | Mutual Funds | — | — | $1.1M | 3.1% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.9% | |
| John Hancock JH DSCPL VAL MDCP I | Other securities | — | — | $923K | 2.6% | |
| American Funds AF WASH MUT INV R4 | Mutual Funds | — | — | $872K | 2.5% | |
| MassMutual MM SEL MID CAP GR I | Other securities | — | — | $801K | 2.3% | |
| Fidelity Management Trust Co. FID US BOND IDX | Common Collective Trusts | — | — | $529K | 1.5% | |
| Dodge & Cox DODGE & COX INCOME | Mutual Funds | — | — | $524K | 1.5% | |
| MetropolitanWest TCW MW TOT RTN BD M | Other securities | — | — | $489K | 1.4% | |
| Fidelity Management Trust Co. FID SMALL CAP GR K6 | Mutual Funds | — | — | $334K | 0.9% | |
| American Beacon ABF SM CAP VAL INV | Other securities | — | — | $323K | 0.9% | |
| Invesco INVS DEVELOP MKT A | Mutual Funds | — | — | $74K | 0.2% | |
| Fidelity Management Trust Co. FID GOVT MMKT | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
