Original filing (PDF)20250205103521NAL0005169235001

SHAREFAX CREDIT UNION INC.

Name: SHAREFAX CREDIT UNION INC. — SHAREFAX CREDIT UNION INC. DEFINED BENEFIT PLAN AND TRUST, Form 5500 (2023)
Creator: SHAREFAX CREDIT UNION INC.

Form 5500-SF

FILING_RECEIVED

SHAREFAX CREDIT UNION INC. DEFINED BENEFIT PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$18.4M

Net assets (EOY)

$18.4M

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

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

SHAREFAX CREDIT UNION INC.

EIN

31-0627742

Address

604 IVY GTWY · CINCINNATI, OH · 45245

Phone

(513) 753-2440

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-02-05

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

TROPICAL FINANCIAL CREDIT UNION

TROPICAL FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN

$18.4M · 176 participants

VELOCITY CREDIT UNION

VELOCITY CREDIT UNION THRIFT AND SAVINGS PLAN

$18.4M · 203 participants

RAIZ FEDERAL CREDIT UNION

RAIZ FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

$18.4M · 225 participants

TEXAS TRUST CREDIT UNION

TEXAS TRUST CREDIT UNION EMPLOYEES' 401(K) PLAN

$18.5M · 311 participants

EXCITE CREDIT UNION

EXCITE CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN