Original filing (PDF)20250523160848NAL0002800131001

CUBA CREDIT UNION

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

Form 5500-SF

FILING_RECEIVED

CUBA CREDIT UNION BASIC 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$429K

Net assets (EOY)

$429K

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 (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CUBA CREDIT UNION

EIN

23-7253091all filings

Address

PO BOX 1660 · CUBA, NM · 870131660

Phone

(575) 289-3763

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

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

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DEER RIVER CO-OPERATIVE CREDIT UNION

DEER RIVER CO-OPERATIVE CREDIT UNION 401(K) PLAN AND TRUST

$430K · 3 participants

SOUTH ATLANTIC FEDERAL CREDIT UNION

SOUTH ATLANTIC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST

$428K · 2 participants

MODESTO'S FIRST FEDERAL CREDIT UNION

MODESTO'S FIRST FEDERAL CREDIT UNION 401(K) PLAN

$432K · 5 participants

CCE FEDERAL CREDIT UNION

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

$427K · 3 participants

FELICIANA FEDERAL CREDIT UNION

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