JOVIA FINANCIAL CREDIT UNION 401(k) Plan
What public Form 5500 filings show about the JOVIA FINANCIAL CREDIT UNION 401(k) plan — and how to find and check your own account.
The JOVIA FINANCIAL CREDIT UNION 401(k) on its latest Form 5500
JOVIA FINANCIAL CREDIT UNION (EIN 11-1644859) reports JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN on its most recent Form 5500, with $38.2M in plan assets across 490 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 JOVIA FINANCIAL CREDIT UNION filing — schedules, fees, and providers.
Who runs the JOVIA FINANCIAL CREDIT UNION 401(k)?
JOVIA FINANCIAL CREDIT UNION’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 JOVIA FINANCIAL CREDIT UNIONHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CMFG LIFE INSURANCE, CVS HEALTH, MEMBERS CAPITAL ADVISORS.
How to check your JOVIA FINANCIAL CREDIT UNION 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JOVIA FINANCIAL 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).