Original filing (PDF)20250822115533NAL0009795170001

TOMAH AREA CREDIT UNION

Name: TOMAH AREA CREDIT UNION — TOMAH AREA CREDIT UNION 401K PLAN, Form 5500 (2024)
Creator: TOMAH AREA CREDIT UNION

Form 5500-SF

FILING_RECEIVED

TOMAH AREA CREDIT UNION 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOMAH AREA CREDIT UNION.

Plan sponsor

Name

TOMAH AREA CREDIT UNION

EIN

39-0966830

Address

940 N SUPERIOR AVE · TOMAH, WI · 54660

Phone

(608) 372-4736

Industry

Finance & Insurancesee all

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

2025-08-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

KAUAI FEDERAL CREDIT UNION

KAUAI FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

$2.6M · 40 participants

DECATUR EARTHMOVER CREDIT UNION

DECATUR EARTHMOVER CREDIT UNION 401(K) PLAN AND TRUST

$2.6M · 104 participants

FORT WORTH CITY CREDIT UNION

FORT WORTH CITY CREDIT UNION 401(K) PLAN AND TRUST

$2.6M · 40 participants

TEXAS TELCOM CREDIT UNION

TEXAS TELCOM CREDIT UNION RETIREMENT PENSION PLAN

$2.6M · 2 participants

COOPERATIVA DE AHORRO Y CREDITO VEGA ALTA