· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ACHIEVE FINANCIAL CREDIT UNION — ACHIEVE FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250618152539NAL0001474707001
ACHIEVE FINANCIAL CREDIT UNION
Form 5500-SF
FILING_RECEIVED
ACHIEVE FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
43
Accounts w/ balance
43
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
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
ACHIEVE FINANCIAL CREDIT UNION
.
Find decision makers
Plan sponsor
Name
ACHIEVE FINANCIAL CREDIT UNION
EIN
06-0696607
Address
PO BOX 7030 · BERLIN, CT · 060377030
Phone
(860) 828-2790
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-18
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
WEPCO FEDERAL CREDIT UNION
WEPCO FEDERAL CREDIT UNION DEFINED BENEFIT PLAN
$5.3M · 15 participants
ILLINOIS STATE CREDIT UNION
ILLINOIS STATE CREDIT UNION 401(K) PLAN
$5.3M · 50 participants
LUSO FEDERAL CREDIT UNION
LUSO FEDERAL CREDIT UNION RETIREMENT PLAN
$5.3M · 32 participants
MERCO CREDIT UNION
MERCO CREDIT UNION CAPITAL ACCUMULATION PLAN
$5.3M · 31 participants
NW PRIORITY CREDIT UNION
NW PRIORITY CREDIT UNION 401(K) PLAN AND TRUST
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$5.3M · 36 participants
IRCO COMMUNITY FEDERAL CREDIT UNION
IRCO COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN
$5.3M · 3 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
