Original filing (PDF)20250806132601NAL0003846704001

ALLWEALTH FEDERAL CREDIT UNION

Name: ALLWEALTH FEDERAL CREDIT UNION — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALLWEALTH FEDERAL CREDIT UNION, Form 5500 (2024)
Creator: ALLWEALTH FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALLWEALTH FEDERAL CREDIT UNION

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

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 (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

ALLWEALTH FEDERAL CREDIT UNION

EIN

31-0540146all filings

Address

6 S 2ND ST STE 100 · HAMILTON, OH · 450112896

Phone

(513) 868-5881

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