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Original filing (PDF)20250919085912NAL0002759248001
ST. ANNE'S CREDIT UNION
Form 5500
FILING_RECEIVED
ST. ANNE'S CREDIT UNION 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
139
Accounts w/ balance
205
Plan assets (EOY)
$16.0M
Net assets (EOY)
$16.0M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. ANNE'S CREDIT UNION.
Plan sponsor
Name
ST. ANNE'S CREDIT UNION
EIN
04-2128094
Address
PO BOX O · FALL RIVER, MA · 027240386
Phone
(508) 324-7300
Industry
Finance & Insurancesee 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
2025-09-19
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
KAHN, LITWIN, RENZA & CO., LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $26K | — |
Investments
27 direct securities· $16.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CMFG Life Insurance Company Stable Value Fund A55 | — | — | — | $2.3M | 14.1% | |
| Vanguard Institutional Index Fund | — | — | — | $2.2M | 13.7% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $1.6M | 10.3% | |
| Vanguard Mid-Cap Index Fund Institutional | — | — | — | $1.4M | 9.0% | |
| Harbor Capital Appreciation Fund Institutional Class | — | — | — | $1.3M | 8.3% | |
| Vanguard Windsor II Fund Admiral | — | — | — | $1.3M | 8.2% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $750K | 4.7% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $591K | 3.7% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $590K | 3.7% | |
| T. Rowe Price Retirement Balanced Fund | — | — | — | $470K | 2.9% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $434K | 2.7% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $402K | 2.5% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $394K | 2.5% | |
| through December 2029, collateralized by participant account balances | — | — | — | $384K | 2.4% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $327K | 2.0% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $311K | 1.9% | |
| Vanguard Small-Cap Index Fund Institutional | — | — | — | $287K | 1.8% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $273K | 1.7% | |
| Vanguard Total International Stock Index Fund | — | — | — | $217K | 1.4% | |
| Dodge & Cox International Stock Fund Class I | — | — | — | $138K | 0.9% | |
| Vanguard Inflation-Protected Securities Fund Admiral | — | — | — | $71K | 0.4% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $52K | 0.3% | |
| Vanguard International Growth Fund Admiral | — | — | — | $33K | 0.2% | |
| Dodge & Cox Income Class I Fund | — | — | — | $31K | 0.2% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $27K | 0.2% | |
| DFA Real Estate Securities I Fund | — | — | — | $24K | 0.2% | |
| Dodge & Cox Global Bond Fund | — | — | — | $16K | 0.1% |