Original filing (PDF)20250715093911NAL0003023792001

EMERY FEDERAL CREDIT UNION

Name: EMERY FEDERAL CREDIT UNION — EMERY FEDERAL CREDIT UNION 401K RETIREMENT PLAN, Form 5500 (2024)
Creator: EMERY FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

EMERY FEDERAL CREDIT UNION 401K RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

EMERY FEDERAL CREDIT UNION

EIN

31-0540142

Address

7890 EAST KEMPER ROAD · CINCINNATI, OH · 452491656

Phone

(513) 530-9351

Industry