Domonique Deming signed University Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University Credit Union's EIN is 95-1715669.
Download the official 2024 Form 5500 (PDF) for University Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University 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 |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TruStage CMFG Stable Value | Stable Value | — | — | $1.8M | 11.2% | |
| Fidelity Fid LCap Grw Idx | Common Collective Trusts | — | — | $1.5M | 8.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.4M | 8.4% | |
| BlackRock BR LIFEPATH INDEX 2055 K | Other securities | — | — | $1.2M | 7.6% | |
| Vanguard VANG LSTRAT MODRT GRW INV | Mutual Funds | — | — | $938K | 5.8% | |
| BlackRock BR LIFEPATH INDEX 2050 K | Other securities | — | — | $780K | 4.8% | |
| BlackRock BR LIFEPATH INDEX 2040 K | Other securities | — | — | $740K | 4.6% | |
| BlackRock BR LIFEPATH INDEX 2045 K | Other securities | — | — | $735K | 4.5% | |
| Fidelity Fid LgCap Val Idx | Common Collective Trusts | — | — | $704K | 4.3% | |
| Jensen Quality Growth I | Other securities | — | — | $695K | 4.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $609K | 3.7% | |
| BlackRock BR LIFEPATH INDEX 2030 K | Other securities | — | — | $569K | 3.5% | |
| BlackRock BR LP INDEX RETIRE K | Other securities | — | — | $424K | 2.6% | |
| Fidelity Fid Intl Idx | Common Collective Trusts | — | — | $262K | 1.6% | |
| Dodge & Cox Dodge & Cox Income I | Mutual Funds | — | — | $256K | 1.6% | |
| BlackRock BR LIFEPATH INDEX 2035 K | Other securities | — | — | $245K | 1.5% | |
| Putnam High Yield Y | Mutual Funds | — | — | $239K | 1.5% | |
| Dodge & Cox Dodge & Cox Stock I | Mutual Funds | — | — | $222K | 1.4% | |
| Vanguard VAN INTRMDT INV GR ADM | Mutual Funds | — | — | $193K | 1.2% | |
| Vanguard VAN DIVIDEND APP INDX ADM | Mutual Funds | — | — | $190K | 1.2% | |
| PIMCO REAL RETURN INST | Mutual Funds | — | — | $187K | 1.1% | |
| Vanguard VNGARD MCAP GWTH INDX ADM | Mutual Funds | — | — | $173K | 1.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $158K | 1.0% | |
| Vanguard Van FTSE Social Index Adm | Mutual Funds | — | — | $156K | 1.0% | |
| DFA INTL CRE EQ 2 I | Mutual Funds | — | — | $154K | 0.9% | |
| BlackRock BR LIFEPATH INDEX 2060 K | Other securities | — | — | $152K | 0.9% | |
| Participant loans Interest at rates ranging from 4.25% to 9.5% -0- | Bonds / Notes | — | — | $150K | 0.9% | |
| Vanguard VAN LIFESTRATEGY INC INV | Mutual Funds | — | — | $138K | 0.8% | |
| Vanguard VANG LIFESTRAT GROWTH INV | Mutual Funds | — | — | $131K | 0.8% | |
| Vanguard RL EST INDX ADM | Mutual Funds | — | — | $109K | 0.7% | |
| Vanguard VANG LSTRAT CONSR GRW INV | Mutual Funds | — | — | $107K | 0.7% | |
| DFA US SCAP I | Mutual Funds | — | — | $95K | 0.6% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $91K | 0.6% | |
| Federated Hermes FED H TTL RTRN BND INST | Other securities | — | — | $79K | 0.5% | |
| Fidelity Fid Glb ex US Indx IDX | Common Collective Trusts | — | — | $73K | 0.4% | |
| DFA US SMALL CAP VAL I | Mutual Funds | — | — | $69K | 0.4% | |
| BlackRock BR LIFEPATH INDEX 2065 K | Other securities | — | — | $63K | 0.4% | |
| Vanguard VAN MID-CAP INDEX ADM | Mutual Funds | — | — | $46K | 0.3% | |
| Vanguard Van DVLPD MRKTS INX ADM | Mutual Funds | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
