Original filing (PDF)20231204131143NAL0009891699001

WOODLAWN CREDIT UNION

Name: WOODLAWN CREDIT UNION — WOODLAWN CREDIT UNION 401(K) PLAN, Form 5500 (2022)
Creator: WOODLAWN CREDIT UNION

Form 5500-SF

FILING_RECEIVED

WOODLAWN CREDIT UNION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOODLAWN CREDIT UNION.

Plan sponsor

Name

WOODLAWN CREDIT UNION

EIN

05-0240050

Address

744 MAIN STREET · PAWTUCKET, RI · 02860

Phone

(401) 728-8300

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-07-31

Filed

2023-12-04

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

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