Original filing (PDF)20250515075236NAL0044438082001

EATON FAMILY CREDIT UNION

Name: EATON FAMILY CREDIT UNION — EATON FAMILY CREDIT UNION 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: EATON FAMILY CREDIT UNION

Form 5500-SF

FILING_RECEIVED

EATON FAMILY CREDIT UNION 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$935K

Net assets (EOY)

$935K

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.

Decision-maker contacts

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

Plan sponsor

Name

EATON FAMILY CREDIT UNION

EIN

34-0711538

Address

333 BABBITT RD · STE 100 · EUCLID, OH · 441231636

Phone

(216) 920-2000

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

2025-05-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

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

2J · 401(k) feature

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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GHA FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST

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METRO EMPLOYEES CREDIT UNION

METRO EMPLOYEES CREDIT UNION 401K PLAN

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POST OFFICE EMPLOYEES CU OF NEW ORLEANS LOUISIANA

POST OFFICE EMPLOYEES CU OF NEW ORLEANS LOUISIANA CAPITAL ACCUMULATION PLAN

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RIO GRANDE FEDERAL CREDIT UNION

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