How big is Alliant Credit Union's plan?

Alliant Credit Union's plan reported $137.2M in assets and 873 participants for 2024.

Original filing (PDF)20251014122307NAL0001371011001

Alliant Credit Union

Name: Alliant Credit Union — Alliant Credit Union 401(k), Form 5500 (2024)
Creator: Alliant Credit Union
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Alliant Credit Union 401(k) Plan

401(k) retirement plan · Alliant Credit Union's Alliant Credit Union 401(k) Plan held $137.2M in plan assets for 873 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

873

Accounts w/ balance

1,197

Plan assets (EOY)

$137.2M

Net assets (EOY)

$137.2M

People on this filing

Amber Jurgaitis signed Alliant Credit Union's 2024 Form 5500 as plan administrator.

Amber Jurgaitis — 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

Alliant Credit Union's EIN is 36-6066772.

EIN 36-6066772

Plan number 001

Plan year 2024

ACK ID 20251014122307NAL0001371011001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Alliant Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

ALLIANT CREDIT UNION

EIN

all filings

Address

11545 TOUHY AVE · CHICAGO, IL · 60666

Phone

(773) 462-2049

Industry

Finance & Insurance

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

2025-10-14

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$15K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$44K	—

Investments

35 direct securities· $137.2M(100% of reported assets)

Mutual Funds

$116.6M

29 holdings

Common Collective Trusts

$14.4M

4 holdings

Self-Directed Brokerage

$4.7M

1 holding

Other securities

$1.5M

1 holding

					% of plan
Fidelity Growth Company Fund	Mutual Funds	—	—	$20.4M	14.9%
Fidelity Management Trust Company** Fidelity Contrafund K6	Mutual Funds	—	—	$9.9M	7.2%
Fidelity Freedom 2045 Fund Class K	Mutual Funds	—	—	$9.9M	7.2%
Fidelity Freedom 2040 Fund Class K	Mutual Funds	—	—	$9.4M	6.9%
Fidelity Total Market Index Fund	Common Collective Trusts	—	—	$9.2M	6.7%
Fidelity Freedom 2035 Fund Class K	Mutual Funds	—	—	$8.5M	6.2%
Fidelity Freedom 2050 Fund Class K	Mutual Funds	—	—	$8.1M	5.9%
Fidelity Freedom 2030 Fund Class K	Mutual Funds	—	—	$5.9M	4.3%
Fidelity Freedom 2055 Fund Class K	Mutual Funds	—	—	$5.8M	4.2%
Fidelity Management Trust Company** Money market fund - Retirement money market portfolio	Mutual Funds	—	—	$4.8M	3.5%
Various Self-directed brokerage account investments	Self-Directed Brokerage	—	—	$4.7M	3.4%
Putnam Large Cap Value R6	Mutual Funds	—	—	$4.5M	3.3%
Fidelity Freedom 2025 Fund Class K	Mutual Funds	—	—	$4.0M	2.9%
Fidelity Balanced K6	Mutual Funds	—	—	$3.0M	2.2%
Fidelity Freedom 2020 Fund Class K	Mutual Funds	—	—	$2.8M	2.1%
Fidelity Diversified International Fund	Mutual Funds	—	—	$2.6M	1.9%
Fidelity International Index Fund	Common Collective Trusts	—	—	$2.5M	1.8%
Fidelity Mid-Cap Stock Fund	Mutual Funds	—	—	$2.5M	1.8%
Fidelity Total Bond K6	Mutual Funds	—	—	$2.1M	1.5%
Fidelity Small Cap Index	Mutual Funds	—	—	$2.1M	1.5%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$1.9M	1.4%
Fidelity Mid Cap Index	Mutual Funds	—	—	$1.7M	1.3%
Fidelity Capital & Income Fund	Mutual Funds	—	—	$1.6M	1.2%
Fidelity Freedom 2060 Fund Class K	Mutual Funds	—	—	$1.6M	1.1%
Fidelity Low-Priced Stock Fund	Mutual Funds	—	—	$1.6M	1.1%
Participants Participant notes receivable with interest rates ranging from 4.25 to 10.5 percent -	Other securities	—	—	$1.5M	1.1%
Fidelity Emerging Markets Index	Mutual Funds	—	—	$1.1M	0.8%
Massachusetts Financial Services MFS Mid Cap Value Fund Class R6	Mutual Funds	—	—	$828K	0.6%
Fidelity Multi Asset IDX	Common Collective Trusts	—	—	$824K	0.6%
Fidelity New Markets Income Fund	Mutual Funds	—	—	$772K	0.6%
Fidelity Freedom 2010 Fund Class K	Mutual Funds	—	—	$602K	0.4%
Fidelity Freedom 2065 Fund Class K	Mutual Funds	—	—	$395K	0.3%
Fidelity Freedom Income Fund - Class K	Mutual Funds	—	—	$80K	<0.1%
Fidelity Freedom 2015 Fund Class K	Mutual Funds	—	—	$72K	<0.1%
Fidelity Freedom 2070 Fund Class K	Mutual Funds	—	—	$2K	<0.1%