Credit Union Loan Source, LLC 401(k) Plan

The Credit Union Loan Source, LLC 401(k) on its latest Form 5500

Credit Union Loan Source, LLC (EIN 80-0117641) reports CREDIT UNION LOAN SOURCE 401(K) PLAN on its most recent Form 5500, with $12.1M in plan assets across 137 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 Credit Union Loan Source, LLC filing — schedules, fees, and providers.

Who runs the Credit Union Loan Source, LLC 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 Credit Union Loan Source, LLC 401(k).

How to check your Credit Union Loan Source, LLC 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Credit Union Loan Source, LLC 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).