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SOUTHBRIDGE CREDIT UNION — SOUTHBRIDGE CREDIT UNION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250425105342NAL0008771457001
SOUTHBRIDGE CREDIT UNION
Form 5500-SF
FILING_RECEIVED
SOUTHBRIDGE CREDIT UNION 401(K) PLAN
Defined-contribution retirement plan
Active participants
36
Accounts w/ balance
53
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
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
SOUTHBRIDGE CREDIT UNION
.
Find decision makers
Plan sponsor
Name
SOUTHBRIDGE CREDIT UNION
EIN
04-2023790
Address
205 MAIN STREET · SOUTHBRIDGE, MA · 01550
Phone
(508) 765-5454
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
2025-04-25
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
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WATER AND POWER COMMUNITY CREDIT UNION
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CORPORATE CENTRAL CREDIT UNION
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PARTNERSHIP FINANCIAL CREDIT UNION
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PARTNERSHIP FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN
$6.8M · 40 participants
SIOUXLAND FEDERAL CREDIT UNION
SIOUXLAND FEDERAL CREDIT UNION 401(K) PLAN
$6.8M · 73 participants
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