How big is Connected Credit Union's plan?

Connected Credit Union's plan reported $2.9M in assets and 21 participants for 2024.

Original filing (PDF)20250523085445NAL0003243537001

Connected Credit Union

Name: Connected Credit Union — Connected Credit Union, Form 5500 (2024)
Creator: Connected Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Connected Credit Union 401(k) Plan and Trust

401(k) retirement plan · Connected Credit Union's Connected Credit Union 401(k) Plan and Trust held $2.9M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Cathy L Bond signed Connected Credit Union's 2024 Form 5500 as plan administrator.

Cathy L Bond — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Connected Credit Union's EIN is 01-0409063.

EIN 01-0409063

Plan number 002

Plan year 2024

ACK ID 20250523085445NAL0003243537001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Connected Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Connected Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONNECTED CREDIT UNION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score