U OF I COMMUNITY CREDIT UNION 401(k) Plan
What public Form 5500 filings show about the U OF I COMMUNITY CREDIT UNION 401(k) plan — and how to find and check your own account.
The U OF I COMMUNITY CREDIT UNION 401(k) on its latest Form 5500
U OF I COMMUNITY CREDIT UNION (EIN 37-0560167) reports U OF I COMMUNITY CREDIT UNION 401(K) PLAN on its most recent Form 5500, with $18.0M in plan assets across 179 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 U OF I COMMUNITY CREDIT UNION filing — schedules, fees, and providers.
Who runs the U OF I COMMUNITY CREDIT UNION 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 U OF I COMMUNITY CREDIT UNION 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WAVERLY ADVISORS, STRATEGIC FINANCIAL GROUP.
How to check your U OF I COMMUNITY CREDIT UNION 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask U OF I COMMUNITY 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).