How big is First Trust Credit Union's plan?

First Trust Credit Union's plan reported $5.2M in assets and 33 participants for 2025.

Original filing (PDF)20260429130529NAL0010953585001

First Trust Credit Union

Name: First Trust Credit Union — First Trust Credit Union, Form 5500 (2025)
Creator: First Trust Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First Trust Credit Union 401(k) Plan and Trust

401(k) retirement plan · First Trust Credit Union's First Trust Credit Union 401(k) Plan and Trust held $5.2M in plan assets for 33 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Dana M Koselke signed First Trust Credit Union's 2025 Form 5500 as plan administrator.

Dana M Koselke — 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

First Trust Credit Union's EIN is 35-1089892.

EIN 35-1089892

Plan number 001

Plan year 2025

ACK ID 20260429130529NAL0010953585001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for First Trust Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

First Trust Credit Union's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRST TRUST 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