What public Form 5500 filings show about the Credit Union Retirement Plan Association 401(k) plan — and how to find and check your own account.
Credit Union Retirement Plan Association (EIN 35-2491258) reports CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN on its most recent Form 5500, with $2.1B in plan assets across 19,109 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 Retirement Plan Association filing — schedules, fees, and providers.
Credit Union Retirement Plan Association’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 Credit Union Retirement Plan AssociationHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): DEWITT LLP, CLIFTONLARSONALLEN LLP, CMFG LIFE INSURANCE, BOARD OF TRUSTEES OF RETIREMENT PRO, IPFS, AON RISK INSURANCE SERVICES WEST IN.
