Original filing (PDF)20250528073444NAL0012481856001

UNIVERSITY OF TOLEDO FEDERAL CREDIT UNION

Name: UNIVERSITY OF TOLEDO FEDERAL CREDIT UNION — UNIVERSITY OF TOLEDO FEDERAL CREDIT UNION401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: UNIVERSITY OF TOLEDO FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

UNIVERSITY OF TOLEDO FEDERAL CREDIT UNION401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

UNIVERSITY OF TOLEDO FEDERAL CREDIT UNION

EIN

34-1044734

Address

5248 HILL AVE · TOLEDO, OH · 436155868

Phone

(419) 534-3770

Industry

Finance & Insurancesee all

Plan administrator