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KSW FEDERAL CREDIT UNION — KSW FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250911145012NAL0000306739001
KSW FEDERAL CREDIT UNION
Form 5500-SF
FILING_RECEIVED
KSW FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Defined-benefit pension plan
Active participants
16
Accounts w/ balance
—
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
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
KSW FEDERAL CREDIT UNION
.
Find decision makers
Plan sponsor
Name
KSW FEDERAL CREDIT UNION
EIN
01-0232408
Address
222 COLLEGE AVE · WATERVILLE, ME · 04901
Phone
(207) 872-5602
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2025-09-11
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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