Original filing (PDF)20230522103800NAL0011426976001

SPERRY ASSOCIATES FEDERAL CREDIT UNION

Name: SPERRY ASSOCIATES FEDERAL CREDIT UNION — SPERRY ASSOCIATES FEDERAL CREDIT UNION PROFIT, Form 5500 (2022)
Creator: SPERRY ASSOCIATES FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

SPERRY ASSOCIATES FEDERAL CREDIT UNION PROFIT

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

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

Plan sponsor

Name