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Original filing (PDF)20250711160041NAL0006472833001
NUMARK CREDIT UNION
Form 5500
FILING_RECEIVED
NUMARK CREDIT UNION 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
158
Accounts w/ balance
206
Plan assets (EOY)
$19.7M
Net assets (EOY)
$19.7M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NUMARK CREDIT UNION.
Plan sponsor
Name
NUMARK CREDIT UNION
EIN
36-6006909
Address
1654 TERRY DRIVE · JOLIET, IL · 60436
Phone
(815) 729-3211
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SELDEN FOX
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $45K | — |
| MEMBERS CAPITAL ADVISORS, INC. | 42-0388260 | — | NONE | $14K | — |
Investments
22 direct securities· $19.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2040 K | — | — | — | $2.4M | 12.2% | |
| BlackRock LifePath Index Retirement K | — | — | — | $2.3M | 11.9% | |
| BlackRock LifePath Index 2030 K | — | — | — | $2.2M | 11.3% | |
| BlackRock LifePath Index 2050 K | — | — | — | $2.0M | 10.0% | |
| CMFG Life Insurance Company CMFG Stable Value | — | — | — | $1.9M | 9.7% | |
| Fidelity 500 Index | — | — | — | $1.4M | 7.0% | |
| Fidelity Large Cap Growth Index | — | — | — | $1.2M | 6.2% | |
| BlackRock LifePath Index 2045 K | — | — | — | $1.1M | 5.6% | |
| Fidelity Mid Cap Index | — | — | — | $859K | 4.4% | |
| BlackRock LifePath Index 2055 K | — | — | — | $660K | 3.4% | |
| BlackRock LifePath Index 2035 K | — | — | — | $647K | 3.3% | |
| JP Morgan Equity Income R6 | — | — | — | $571K | 2.9% | |
| Dodge & Cox Income I | — | — | — | $490K | 2.5% | |
| BlackRock LifePath Index 2060 K | — | — | — | $364K | 1.8% | |
| Fidelity U.S. Bond Index | — | — | — | $316K | 1.6% | |
| DFA US Small Cap Portfolio I | — | — | — | $275K | 1.4% | |
| with maturity dates ranging from 01/22/25 to 11/07/2029 | — | — | — | $259K | 1.3% | |
| Fidelity Global ex U.S. Index | — | — | — | $233K | 1.2% | |
| BlackRock LifePath Index 2065 K | — | — | — | $185K | 0.9% | |
| PIMCO Real Return Inst ** 770 Vanguard Real Estate Index Admiral | — | — | — | $174K | 0.9% | |
| DFA International Core Equity Portfolio | — | — | — | $68K | 0.3% | |
| Fidelity Small Cap Index | — | — | — | $40K | 0.2% |
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