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Original filing (PDF)20250916091641NAL0004704514001
GENERAL ELECTRIC CREDIT UNION
Form 5500
FILING_RECEIVED
GENERAL ELECTRIC CREDIT UNION EMPLOYEES RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
468
Accounts w/ balance
430
Plan assets (EOY)
$32.8M
Net assets (EOY)
$32.8M
How this plan invests
This plan
5 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERAL ELECTRIC CREDIT UNION.
Plan sponsor
Name
GENERAL ELECTRIC CREDIT UNION
EIN
31-0568628
Address
10485 READING RD · CINCINNATI, OH · 452412523
Phone
(513) 243-4328
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
2025-09-16
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)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $84K | — |
Investments
18 direct securities · 5 pooled funds· $33.8M(100% 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.
Uncategorized
$31.7M
18 holdings
Common Collective Trust
$2.1M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CUNA Mutual Stable Fund 2.05% | — | — | — | $4.4M | 13.3% | |
| Vanguard Grwth Index Fd- Instl 19,572 shares | — | — | $20K | $4.1M | 12.6% | |
| Lifepath Index 2050 Portfolio-clk 111,930 shares | — | — | $112K | $2.6M | 7.9% | |
| Lifepath Index 2045 Portfolio-clk 102,168 shares | — | — | $102K | $2.3M | 6.9% | |
| Vanguard Value Indx Fd Instl 33,842 shares | — | — | $34K | $2.2M | 6.8% | |
| Lifepath Index 2030 Portfolio-clk 123,058 shares | — | — | $123K | $2.1M | 6.4% | |
| Lifepath Index 2055 Portfolio-clk 82,551 shares | — | — | $83K | $2.0M | 6.1% | |
| Vanguard Instl Index Fd Plus 3,721 shares | — | — | $4K | $1.8M | 5.4% | |
| Vanguard Extended Market Idx InstlPlus 4,763 shares | — | — | $5K | $1.7M | 5.2% | |
| Lifepath Index 2035 Portfolio-clk 81,725 shares | — | — | $82K | $1.5M | 4.7% | |
| Lifepath Index 2040 Portfolio-clk 69,005 shares | — | — | $69K | $1.4M | 4.3% | |
| Lifepath Index 2060 Portfolio-clk 60,794 shares | — | — | $61K | $1.3M | 4.0% | |
| Vanguard Total Bond Market 126,010 shares | — | — | $126K | $1.2M | 3.6% | |
| Lifepath Index Retirement Port-cl 74,742 shares | — | — | $75K | $1.0M | 3.1% | |
| Vg Ftse All Wrld Ex-us Idx Ins 7,012 shares | — | — | $7K | $793K | 2.4% | |
| CUNA Mutual Lifestyle Aggress 10,329 shares | — | — | $10K | $761K | 2.3% | |
| TRUSTEE LIFESTYLE AGGRESSIVE CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 005 | Common Collective Trust | — | — | $761K | 2.3% | |
| TRUSTEE DIVERSIFIED EQUITY CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 001 | Common Collective Trust | — | $15K | $626K | 1.9% | |
| TRUSTEE LIFESTYLE MODERATE CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 004 | Common Collective Trust | — | $8K | $467K | 1.4% | |
| Lifepath Index 2065 Portfolio-clk 20,347 shares | — | — | $20K | $309K | 0.9% | |
| CUNA Mutual Lifestyle Conserv 4,498 shares | — | — | $4K | $216K | 0.7% | |
| TRUSTEE LIFESTYLE CONSERVATIVE CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 003 | Common Collective Trust | — | — | $216K | 0.7% | |
| TRUSTEE LIFESTYLE INCOME CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 006 | Common Collective Trust | — | — | $634 | <0.1% |