How big is Appletree Credit Union's plan?

Appletree Credit Union's plan reported $4.3M in assets and 13 participants for 2024.

Original filing (PDF)20250513074412NAL0011839027001

Appletree Credit Union

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

Form 5500-SF

FILING_RECEIVED

Appletree Credit Union Capital Accumulation Plan

401(k) retirement plan · Appletree Credit Union's Appletree Credit Union Capital Accumulation Plan held $4.3M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

LISA Greco signed Appletree Credit Union's 2024 Form 5500 as plan administrator.

LISA Greco — 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

Appletree Credit Union's EIN is 39-0388215.

EIN 39-0388215

Plan number 033

Plan year 2024

ACK ID 20250513074412NAL0011839027001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Appletree 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 APPLETREE 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