What public Form 5500 filings show about the Max Credit Union 401(k) plan — and how to find and check your own account.
Max Credit Union (EIN 36-4618706) reports MAX CREDIT UNION CAPITAL ACCUMULATION PLAN on its most recent Form 5500, with $57.3M in plan assets across 291 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 Max 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 Nationwide, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Max Credit Union 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): INTERCEPT HEALTH, EMPOWER ANNUITY INSURANCE, RAYMOND JAMES & ASSOCIATES, AMERICAN BENEFIT ADMINISTRATORS, INTERCEPT PHARMACY SOLUTIONS, BLUE CROSS AND BLUE SHIELD OF AL.
