How big is Taylor Credit Union's plan?

Taylor Credit Union's plan reported $1.3M in assets and 23 participants for 2024.

Original filing (PDF)20250730170423NAL0004405265001

Taylor Credit Union

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

Form 5500-SF

FILING_RECEIVED

Taylor Credit Union Capital Accumulation Plan

401(k) retirement plan · Taylor Credit Union's Taylor Credit Union Capital Accumulation Plan held $1.3M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Daniel Krause signed Taylor Credit Union's 2024 Form 5500 as plan administrator.

Daniel Krause — 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

Taylor Credit Union's EIN is 39-0931830.

EIN 39-0931830

Plan number 033

Plan year 2024

ACK ID 20250730170423NAL0004405265001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Taylor 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 TAYLOR 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