· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CASCO FEDERAL CREDIT UNION — CASCO FEDERAL CREDIT UNION 401(K) PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250513073036NAL0013184595001
CASCO FEDERAL CREDIT UNION
Form 5500-SF
FILING_RECEIVED
CASCO FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
19
Accounts w/ balance
23
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
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
CASCO FEDERAL CREDIT UNION
.
Find decision makers
Plan sponsor
Name
CASCO FEDERAL CREDIT UNION
EIN
01-0243650
Address
PO BOX 87 · GORHAM, ME · 040380087
Phone
(207) 839-5588
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
TEN CREDIT UNION
TEN CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
$2.7M · 18 participants
BATON ROUGE CITY-PARISH EFCU
BATON ROUGE CITY-PARISH EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
$2.7M · 9 participants
CHOICE ONE COMMUNITY FEDERAL CREDIT UNION
CHOICE ONE COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
$2.7M · 28 participants
MINNEQUA WORKS CREDIT UNION
MINNEQUA WORKS CREDIT UNION 401(K) PLAN AND TRUST
$2.7M · 42 participants
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.
COOPERATIVA DE AHORRO Y CREDITO VEGA ALTA
COOPERATIVA DE AHORRO Y CREDITO VEGA ALTA EMPLOYEES SALARY DEFERRAL
$2.7M · 64 participants
VALLEY ISLE COMMUNITY FEDERAL CREDIT UNION
VALLEY ISLE COMMUNITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
$2.7M · 10 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
