How big is Perfect Circle Credit Union's plan?

Perfect Circle Credit Union's plan reported $1.6M in assets and 22 participants for 2024.

Original filing (PDF)20250808091204NAL0012980978001

Perfect Circle Credit Union

Name: Perfect Circle Credit Union — Perfect Circle Credit, Form 5500 (2024)
Creator: Perfect Circle Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perfect Circle Credit Union 401(k) Plan

401(k) retirement plan · Perfect Circle Credit Union's Perfect Circle Credit Union 401(k) Plan held $1.6M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Joshua D. Haney signed Perfect Circle Credit Union's 2024 Form 5500 as plan administrator.

Joshua D. Haney — 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

Perfect Circle Credit Union's EIN is 35-6020587.

EIN 35-6020587

Plan number 003

Plan year 2024

ACK ID 20250808091204NAL0012980978001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Perfect Circle Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Perfect Circle Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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