What public Form 5500 filings show about the Patriot Federal Credit Union 401(k) plan — and how to find and check your own account.
Patriot Federal Credit Union (EIN 25-1150379) reports PATRIOT FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN on its most recent Form 5500, with $17.6M in plan assets across 178 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 Patriot Federal 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 Patriot Federal Credit Union 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRIBRIDGE PARTNERS FINANCIAL, MML INVESTORS SERVICES, BENECON GROUP, CAPITAL BLUECROSS, CONNECTCARE 3, ONEDIGITAL PHILADELPHIA.
