How big is Partnership Financial Credit Union's plan?

Partnership Financial Credit Union's plan reported $6.8M in assets and 40 participants for 2024.

Original filing (PDF)20250425093055NAL0005393795001

Partnership Financial Credit Union

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

Form 5500-SF

FILING_RECEIVED

Partnership Financial Credit Union 401(k) Profit Sharing Plan

401(k) retirement plan · Partnership Financial Credit Union's Partnership Financial Credit Union 401(k) Profit Sharing Plan held $6.8M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

People on this filing

Brian Caffrey signed Partnership Financial Credit Union's 2024 Form 5500 as plan administrator.

Brian Caffrey — 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

Partnership Financial Credit Union's EIN is 36-6070077.

EIN 36-6070077

Plan number 001

Plan year 2024

ACK ID 20250425093055NAL0005393795001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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