What public Form 5500 filings show about the Pennsylvania State Employees Credit Union 401(k) plan — and how to find and check your own account.
Pennsylvania State Employees Credit Union (EIN 23-0961140) reports PENNSYLVANIA STATE EMPLOYEES CREDIT UNION 401(K) RETIREMENT PLAN on its most recent Form 5500, with $187.1M in plan assets across 841 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 Pennsylvania State Employees 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Pennsylvania State Employees Credit Union 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO, SCHWAB RETIREMENT PLAN SERVICES IN.
