Original filing (PDF)20250523100837NAL0002671859001

MSD FEDERAL CREDIT UNION

Name: MSD FEDERAL CREDIT UNION — MSD FEDERAL CREDIT UNION BASIC 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: MSD FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

MSD FEDERAL CREDIT UNION BASIC 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$373K

Net assets (EOY)

$373K

Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MSD FEDERAL CREDIT UNION.

Plan sponsor

Name

MSD FEDERAL CREDIT UNION

EIN

23-7150627all filings

Address

700 W LIBERTY ST · LOUISVILLE, KY · 402031911

Phone

(502) 540-6213

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

2025-05-23

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2J · 401(k) feature

2E · Profit-sharing

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

ROCKET FEDERAL CREDIT UNION

ROCKET FEDERAL CREDIT UNION 401(K) PLAN

$375K · 8 participants

TEXAS PEOPLE FEDERAL CREDIT UNION

TEXAS PEOPLE FEDERAL CREDIT UNION 401(K) PLAN

$375K · 10 participants

ARCHER HEIGHTS CREDIT UNION

ARCHER HEIGHTS CREDIT UNION 401(K) PLAN AND TRUST

$371K · 6 participants

FRESNO POLICE DEPARTMENT CREDIT UNION

FRESNO POLICE DEPARTMENT CREDIT UNION 401(K)

$376K · 7 participants

ALLOY FEDERAL CREDIT UNION

ALLOY FEDERAL CREDIT UNION CAPITAL ACCUMULATION

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