How big is HOLY Rosary Credit Union's plan?

HOLY Rosary Credit Union's plan reported $6.5M in assets and 77 participants for 2024.

Original filing (PDF)20251009170322NAL0004122931001

HOLY Rosary Credit Union

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

Form 5500-SF

FILING_RECEIVED

HOLY Rosary Credit Union Capital Accumulation Plan

401(k) retirement plan · HOLY Rosary Credit Union's HOLY Rosary Credit Union Capital Accumulation Plan held $6.5M in plan assets for 77 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

Mark Charest signed HOLY Rosary Credit Union's 2024 Form 5500 as plan administrator.

Mark Charest — 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

HOLY Rosary Credit Union's EIN is 02-0272024.

EIN 02-0272024

Plan number 001

Plan year 2024

ACK ID 20251009170322NAL0004122931001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLY ROSARY 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