What public Form 5500 filings show about the Excite Credit Union 401(k) plan — and how to find and check your own account.
Excite Credit Union (EIN 94-1243656) reports EXCITE CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $18.3M in plan assets across 115 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 Excite Credit Union filing — schedules, fees, and providers.
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 Excite Credit Union 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CIGNA HEALTH AND LIFE INSURANCE, GLOBAL RETIREMENT PARTNERS.
