AFFINITY FEDERAL CREDIT UNION 401(k) Plan
What public Form 5500 filings show about the AFFINITY FEDERAL CREDIT UNION 401(k) plan — and how to find and check your own account.
The AFFINITY FEDERAL CREDIT UNION 401(k) on its latest Form 5500
AFFINITY FEDERAL CREDIT UNION (EIN 13-5562114) reports AFFINITY FEDERAL CREDIT UNION 401(K) PLAN on its most recent Form 5500, with $109.1M in plan assets across 513 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full AFFINITY FEDERAL CREDIT UNION filing — schedules, fees, and providers.
Who runs the AFFINITY FEDERAL CREDIT UNION 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your AFFINITY FEDERAL CREDIT UNION 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAP FINANCIAL PARTNERS, CHARLES SCHWAB & CO, EISNER AMPER LLP.
How to check your AFFINITY FEDERAL CREDIT UNION 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask AFFINITY FEDERAL CREDIT UNION HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).