What public Form 5500 filings show about the Valley Strong Credit Union 401(k) plan — and how to find and check your own account.
Valley Strong Credit Union (EIN 95-1652797) reports VALLEY STRONG CREDIT UNION PLAN AND TRUST on its most recent Form 5500, with $44.7M in plan assets across 574 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 Valley Strong 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 Valley Strong Credit Union 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO.