Clifton Chang signed Adelfi Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Adelfi Credit Union's EIN is 95-6111723.
Download the official 2024 Form 5500 (PDF) for Adelfi Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Adelfi Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 001 | Common Collective Trust | — | — | $5.3M | 19.0% | |
| Fidelity Management Trust Co. Fidelity Growth CO K6 | Mutual Funds | — | — | $3.7M | 13.3% | |
| FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 001 | Common Collective Trust | — | — | $2.4M | 8.4% | |
| FLEXPATH+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 001 | Common Collective Trust | — | — | $2.3M | 8.1% | |
| FLEXPATH+CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 001 | Common Collective Trust | — | — | $2.0M | 7.1% | |
| Fidelity Management Trust Co. Fidelity 500 Index Fund Advance | Common Collective Trusts | — | — | $1.9M | 6.8% | |
| Columbia Mid Cap Value Index Fund | Common Collective Trusts | — | — | $1.5M | 5.2% | |
| Fidelity Management Trust Co. Fidelity Total Market Index Fund Advance | Common Collective Trusts | — | — | $1.2M | 4.4% | |
| Fidelity Management Trust Co. Fidelity OTC K6 Fund | Mutual Funds | — | — | $1.2M | 4.3% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.0M | 3.6% | |
| FLEXPATH+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $857K | 3.1% | |
| Hartford International Opportunities Fund Class R5 | Other securities | — | — | $754K | 2.7% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $601K | 2.1% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $583K | 2.1% | |
| Vanguard Total Bond Mkt Index Signal Fund | Mutual Funds | — | — | $520K | 1.9% | |
| Fidelity Management Trust Co. Fidelity Low-Priced Stock K Fund | Mutual Funds | — | — | $448K | 1.6% | |
| Fidelity Management Trust Co. Fidelity Real Estate Investment Portfolio | Mutual Funds | — | — | $386K | 1.4% | |
| Victory Capital Victory Government Securities Fund | Other securities | — | — | $348K | 1.2% | |
| Fidelity Management Trust Co. Brokerage Link Stock Fund | Self-Directed Brokerage | — | — | $258K | 0.9% | |
| Fidelity Management Trust Co. Fidelity International Index Fund | Common Collective Trusts | — | — | $231K | 0.8% | |
| TCW Metropolitan West Total Return Bond Fund M | Other securities | — | — | $217K | 0.8% | |
| Participant loans Interest at rates ranging from 5.25% to 10.50% -0- | Bonds / Notes | — | — | $111K | 0.4% | |
| FLEXPATH+CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 001 | Common Collective Trust | — | — | $83K | 0.3% | |
| FLEXPATH+AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 001 | Common Collective Trust | — | — | $36K | 0.1% | |
| FLEXPATH+CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 001 | Common Collective Trust | — | — | $35K | 0.1% | |
| FLEXPATH+AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 001 | Common Collective Trust | — | — | $26K | <0.1% | |
| FLEXPATH+AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% | |
| FLEXPATH+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
