Original filing (PDF)20260506155410NAL0002216385001

Miami University Community Federal Credit Union

Name: Miami University Community Federal Credit Union — Form 5500 Plan 001 (2025)
Creator: Miami University Community Federal Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Miami University Community Federal Credit Union 401(k) Plan and Trust

401(k) retirement plan · Miami University Community Federal Credit Union's Miami University Community Federal Credit Union 401(k) Plan and Trust held $1.2M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

James Schultheiss signed Miami University Community Federal Credit Union's 2025 Form 5500 as plan administrator.

James Schultheiss — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Miami University Community Federal Credit Union's EIN is 31-0822737.

EIN 31-0822737

Plan number 001

Plan year 2025

ACK ID 20260506155410NAL0002216385001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Miami University Community Federal Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Miami University Community Federal Credit Union's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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 (95th percentile).

Plan sponsor

Name

MIAMI UNIVERSITY COMMUNITY FEDERAL CREDIT UNION

EIN

all filings

Address

31 LYNN AVE · OXFORD, OH · 450561546

Phone

(513) 529-2739

Industry

Finance & Insurance

Plan administrator