What public Form 5500 filings show about the America First Credit Union DBA America First Credit Union 401(k) plan — and how to find and check your own account.
America First Credit Union DBA America First Credit Union (EIN 87-0216202) reports AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST on its most recent Form 5500, with $143.0M in plan assets across 3,403 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 America First Credit Union DBA America First Credit Union filing — schedules, fees, and providers.
America First Credit Union DBA America First Credit Union’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask America First Credit Union DBA America First Credit UnionHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY, CHARLES SCHWAB TRUST BANK, MILLIMAN, FIRST STATE TRUST CO, MORGAN STANLEY & CO, ROY & ASSOCIATES.
