UNIVERSITY FEDERAL CREDIT UNION 401(k) Plan
What public Form 5500 filings show about the UNIVERSITY FEDERAL CREDIT UNION 401(k) plan — and how to find and check your own account.
The UNIVERSITY FEDERAL CREDIT UNION 401(k) on its latest Form 5500
UNIVERSITY FEDERAL CREDIT UNION (EIN 74-1160132) reports UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $126.6M in plan assets across 749 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 UNIVERSITY FEDERAL CREDIT UNION filing — schedules, fees, and providers.
Who runs the UNIVERSITY FEDERAL CREDIT UNION 401(k)?
UNIVERSITY FEDERAL CREDIT UNION’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask UNIVERSITY FEDERAL CREDIT UNIONHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): DOEREN MAYHEW ASSURANCE, CHARLES SCHWAB TRUST BANK, MILLIMAN, CHARLES SCHWAB & CO.
How to check your UNIVERSITY FEDERAL CREDIT UNION 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask UNIVERSITY FEDERAL 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).