Original filing (PDF)20251229073923NAL0025762896001

FIRELANDS FEDERAL CREDIT UNION

Name: FIRELANDS FEDERAL CREDIT UNION — FIRELANDS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST, Form 5500 (2024)
Creator: FIRELANDS FEDERAL CREDIT UNION

Form 5500

FILING_RECEIVED

FIRELANDS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Defined-benefit pension plan

Signals · 2

Late filing · 1.4 moNo recordkeeper disclosed

Active participants

104

Accounts w/ balance

—

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

How this plan invests

This plan

14 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Concentration risk

100

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

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

Plan sponsor

Name

FIRELANDS FEDERAL CREDIT UNION

EIN

34-4473231

Address

PO BOX 8005 · BELLEVUE, OH · 44811

Phone

(419) 483-4180

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

2025-12-29

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1E · Section 401(h) arrangement

Audit & trust (Schedule H)

Auditor

GBQ PARTNERS LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

12 direct securities· $9.8M(91% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Total International Stock Index Fund	—	—	$2.0M	$2.0M	18.9%
Charles Schwab U.S. Broad Market Fund	—	—	$1.3M	$1.8M	16.6%
SPDR Portfolio Aggregate Bond Fund	—	—	$1.3M	$1.3M	11.8%
AB Large Cap Growth Fund	—	—	$824K	$1.0M	9.4%

Related plans

Similar-size Finance & Insurance plans

TOWN OF HEMPSTEAD EMPLOYEES FEDERAL CREDIT UNION

TOWN OF HEMPSTEAD EMPLOYEES FEDERAL CREDIT UNION RETIREMENT INCOME PLAN & TRUST

$10.8M · 10 participants

1ST COMMUNITY FEDERAL CREDIT UNION

1ST COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN

$10.8M · 90 participants

COOSA VALLEY CREDIT UNION

COOSA VALLEY CREDIT UNION RETIREMENT SAVINGS PLAN

$10.9M · 128 participants

SOUTHWEST AIRLINES FEDERAL CREDIT UNION

SOUTHWEST AIRLINES FEDERAL CREDIT UNION 401(K) PLAN

$10.7M · 111 participants