What public Form 5500 filings show about the U of Kentucky Federal Credit Union 401(k) plan — and how to find and check your own account.
U of Kentucky Federal Credit Union (EIN 61-6031223) reports UNIVERSITY OF KENTUCKY FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN on its most recent Form 5500, with $21.9M in plan assets across 266 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 Kentucky 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your U of Kentucky Federal Credit Union 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CERITY PARTNERS.
