· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DOWNEAST CREDIT UNION — DOWNEAST CREDIT UNION RETIREMENT SAVINGS PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260216163321NAL0005029776001
DOWNEAST CREDIT UNION
Form 5500-SF
FILING_RECEIVED
DOWNEAST CREDIT UNION RETIREMENT SAVINGS PLAN & TRUST
401(k) retirement plan
Active participants
87
Accounts w/ balance
91
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DOWNEAST CREDIT UNION
.
Find decision makers
Plan sponsor
Name
DOWNEAST CREDIT UNION
EIN
01-0213357
Address
PO BOX 130 · BAILEYVILLE, ME · 046940130
Phone
(207) 427-3333
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-09-01
Tax period
2025-08-31
Filed
2026-02-16
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2S · Automatic enrollment
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
HIGH POINT FEDERAL CREDIT UNION
HIGH POINT FCU 401(K) RETIREMENT PLAN
$7.3M · 79 participants
HARVESTERS CREDIT UNION
HARVESTERS CREDIT UNION DEFINED BENEFIT PLAN
$7.3M · 71 participants
FORT WORTH CITY CREDIT UNION
FORT WORTH CITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
$7.3M · 33 participants
ACCENTRA CREDIT UNION
ACCENTRA CREDIT UNION 401(K) PLAN AND TRUST
$7.3M · 42 participants
MEMBERS FIRST CREDIT UNION
MEMBERS FIRST CREDIT UNION PENSION PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$7.3M · 39 participants
LEGACY COMMUNITY FEDERAL CREDIT UNION
LEGACY COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
$7.2M · 102 participants
Large plans in Maine
AHOLD DELHAIZE USA SERVICES, LLC
AHOLD DELHAIZE USA SERVICES AND AFFILIATES DEFINED CONTRIBUTION PLANS MASTER TRUST
$6.9B
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
UNUM GROUP
UNUM GROUP 401K RETIREMENT PLAN
$2.5B · 9,413 participants
MAINEHEALTH SERVICES
MAINEHEALTH 403(B) RETIREMENT PLAN
$2.5B · 23,826 participants
UNUM GROUP
UNUM GROUP PENSION PLAN
$1.4B · 2,680 participants
IDEXX LABORATORIES, INC.
IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN
$1.2B · 6,742 participants
