Citizens Equity First Credit Union 401(k) Plan

The Citizens Equity First Credit Union 401(k) on its latest Form 5500

Citizens Equity First Credit Union (EIN 37-6028123) reports CEFCU DEFERRED COMPENSATION PLAN AND TRUST on its most recent Form 5500, with $145.1M in plan assets across 987 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 Citizens Equity First Credit Union filing — schedules, fees, and providers.

Who runs the Citizens Equity First 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Citizens Equity First Credit Union 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MEKETA FIDUCIARY MANAGEMENT, STRATEGIC ADVISORS, BANK OF AMERICA, STATE STREET GLOBAL ADVISORS CO.

How to check your Citizens Equity First Credit Union 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Citizens Equity First 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).