Original filing (PDF)20250731185802NAL0014147234001

First Entertainment Credit Union

Name: First Entertainment Credit Union — First Entertainme, Form 5500 (2024)
Creator: First Entertainment Credit Union
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

First Entertainment Credit Union Defined Contribution Plan

401(k) retirement plan · First Entertainment Credit Union's First Entertainment Credit Union Defined Contribution Plan held $27.1M in plan assets for 235 participants in 2024, with Empower as recordkeeper.

Active participants

235

Accounts w/ balance

311

Plan assets (EOY)

$27.1M

Net assets (EOY)

$27.1M

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRST ENTERTAINMENT CREDIT UNION.

Plan sponsor

Name

FIRST ENTERTAINMENT CREDIT UNION

EIN

all filings

Address

6735 FOREST LAWN DRIVE · HOLLYWOOD, CA · 90068

Phone

(213) 458-1662

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2E · Profit-sharing

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$40K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEVIEW ADVISORY GROUP, LLC	—	IRVINE, CA	INVESTMENT ADVISOR	$51K	—

Investments

28 direct securities· $26.3M(97% of reported assets)

Mutual Funds

$20.9M

18 holdings

Common Collective Trusts

$2.3M

2 holdings

Other securities

$2.2M

6 holdings

Bonds / Notes

$745K

1 holding

U.S. Treasuries

$213K

1 holding

					% of plan
VANGUARD INSTL TRGT RETIRE 2030 INSTL	Mutual Funds	—	—	$3.4M	12.5%
VANGUARD INSTL TRGT RETIRE 2020 INSTL	Mutual Funds	—	—	$2.5M	9.2%
VANGUARD INSTL TRGT RETIRE 2055 INSTL	Mutual Funds	—	—	$2.2M	8.3%
VANGUARD INSTL TRGT RETIRE 2040 INSTL	Mutual Funds	—	—	$2.1M	7.6%
VANGUARD TOTAL STOCK MKT IDX ADM	Common Collective Trusts	—	—	$2.0M	7.4%
VANGUARD INSTL TRGT RETIRE 2045 INSTL	Mutual Funds	—	—	$1.7M	6.4%
GREAT-WEST INVESTMENT EI FIXED ACCOUNT – SERIES CLASS V	Other securities	—	—	$1.5M	5.5%
VANGUARD INSTL TRGT RETIRE 2035 INSTL	Mutual Funds	—	—	$1.4M	5.2%
VANGUARD INSTL TRGT RETIRE 2050 INSTL	Mutual Funds	—	—	$1.3M	4.8%
VANGUARD TARGET RETIREMENT INC INSTL	Mutual Funds	—	—	$1.3M	4.6%
MFS GROWTH R6	Mutual Funds	—	—	$1.2M	4.4%
VANGUARD INSTL TRGT RETIRE 2060 INSTL	Mutual Funds	—	—	$866K	3.2%
PUTNAM LARGE CAP VALUE R6	Mutual Funds	—	—	$816K	3.0%
VANGUARD INSTL TRGT RETIRE 2025 INSTL	Mutual Funds	—	—	$798K	2.9%
Participant loans Interest at rates ranging from 5.12% to 10.50% -0-	Bonds / Notes	—	—	$745K	2.8%
VANGUARD SMALL CAP INDEX ADM	Mutual Funds	—	—	$388K	1.4%
BAIRD CORE PLUS BOND INV	Other securities	—	—	$381K	1.4%
AMERICAN FUNDS AMERICAN FUNDS EUROPACIFIC GR R6	Mutual Funds	—	—	$355K	1.3%
VANGUARD MID CAP INDEX FUND – ADMIRAL	Common Collective Trusts	—	—	$317K	1.2%
VANGUARD INSTL TRGT RETIRE 2065 INSTL	Mutual Funds	—	—	$244K	0.9%
PIMCO INT BOND (USD-HEDGED) INST	U.S. Treasuries	—	—	$213K	0.8%
AMERICAN FUNDS AMERICAN FUNDS AMERICAN BALANCED R6	Mutual Funds	—	—	$140K	0.5%
VANGUARD HIGH-YIELD CORPORATE ADM	Mutual Funds	—	—	$126K	0.5%
COHEN & STEERS COHEN & STEERS REAL ESTATE SECURITIES I	Other securities	—	—	$92K	0.3%
GOLDMAN SACHS GOLDMAN SACHS SMALL CP VAL INSGHTS R6	Other securities	—	—	$80K	0.3%
VICTORY SYCAMORE VICTORY SYCAMORE ESTABLISHED VALUE I	Other securities	—	—	$79K	0.3%
PUTNAM SMALL CAP GROWTH R6	Mutual Funds	—	—	$70K	0.3%
CARILLON EAGLE CARILLON EAGLE MID CAP GROWTH R6	Other securities	—	—	$61K	0.2%