Original filing (PDF)20251014130930NAL0005983602001

PSE CREDIT UNION, INC

Name: PSE CREDIT UNION, INC — PSE CREDIT UNION INC CAPITAL ACCUMULATION PLAN, Form 5500 (2024)
Creator: PSE CREDIT UNION, INC

Form 5500-SF

FILING_RECEIVED

PSE CREDIT UNION INC CAPITAL ACCUMULATION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

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 PSE CREDIT UNION, INC.

Plan sponsor

Name

PSE CREDIT UNION, INC

EIN

34-0800260

Address

PO BOX 29450 · 5255 REGENCY DRIVE · PARMA, OH · 441290450

Phone

(440) 843-8300

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

033

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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