What public Form 5500 filings show about the Financial Plus Credit Union 401(k) plan — and how to find and check your own account.
Financial Plus Credit Union (EIN 38-1439120) reports FINANCIAL PLUS CREDIT UNION RETIREMENT PLAN on its most recent Form 5500, with $30.4M in plan assets across 260 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 Financial Plus 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Financial Plus Credit Union 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STEPHENS WEALTH MANAGEMENT GROUP I.
