Original filing (PDF)20250917085515NAL0000655282001

HOLY FAMILY MEMORIAL CREDIT UNION

Name: HOLY FAMILY MEMORIAL CREDIT UNION — HOLY FAMILY MEMORIAL CREDIT UNION BASIC 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: HOLY FAMILY MEMORIAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

HOLY FAMILY MEMORIAL CREDIT UNION BASIC 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$178K

Net assets (EOY)

$178K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

HOLY FAMILY MEMORIAL CREDIT UNION

EIN

39-1041954

Address

PO BOX 37 · MANITOWOC, WI · 542210037

Phone

(920) 320-2209

Industry