SEVEN SEVENTEEN CREDIT UNION, INC. 401(k) Plan
What public Form 5500 filings show about the SEVEN SEVENTEEN CREDIT UNION, INC. 401(k) plan — and how to find and check your own account.
The SEVEN SEVENTEEN CREDIT UNION, INC. 401(k) on its latest Form 5500
SEVEN SEVENTEEN CREDIT UNION, INC. (EIN 34-0825325) reports SEVEN SEVENTEEN CREDIT UNION, INC. 401(K) SAVINGS PLAN FOR SALARIED EMPLOYEES on its most recent Form 5500, with $57.8M in plan assets across 325 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 SEVEN SEVENTEEN CREDIT UNION, INC. filing — schedules, fees, and providers.
Who runs the SEVEN SEVENTEEN CREDIT UNION, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SEVEN SEVENTEEN CREDIT UNION, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NEARMAN MAYNARD VALLEZ CPAS P A, CBIZ BENEFITS & INSURANCE SERVICES, CBIZ BENEFITS & INSURANCES SERVICES.
How to check your SEVEN SEVENTEEN CREDIT UNION, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask SEVEN SEVENTEEN CREDIT UNION, INC. 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).