Original filing (PDF)20250729085257NAL0001449443001

WIDGET FEDERAL CREDIT UNION

Name: WIDGET FEDERAL CREDIT UNION — WIDGET FEDERAL CREDIT UNION D/B/A WIDGET FINANCIAL 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: WIDGET FEDERAL CREDIT UNION

Form 5500

FILING_RECEIVED

WIDGET FEDERAL CREDIT UNION D/B/A WIDGET FINANCIAL 401(K) PLAN AND TRUST

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

114

Accounts w/ balance

138

Plan assets (EOY)

$13.0M

Net assets (EOY)

$13.0M

How this plan invests

This plan

36 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

Participation health

Decision-maker contacts

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

Plan sponsor

Name

WIDGET FEDERAL CREDIT UNION

EIN

25-0974214

Address

2154 E. LAKE RD. · ERIE, PA · 165111140

Phone

(814) 456-6231

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

2025-07-29

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)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
METRO BENEFITS, INC.	25-1541083	—	TPA	$0	—

Investments

36 pooled funds· $12.8M(98% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
AB LARGE CAP GROWTH FUND Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 004	Pooled Separate Account	$1.7M	12.8%
MFS TECHNOLOGY FUND R6 VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 004	Pooled Separate Account	$1.3M	10.1%
VANGUARD LIFESTRAT GROWTH FD INV VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 004	Pooled Separate Account	$1.3M	9.6%

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