Original filing (PDF)20250915064919NAL0001048592001

FOCUS CREDIT UNION

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

Form 5500-SF

FILING_RECEIVED

FOCUS CREDIT UNION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

FOCUS CREDIT UNION

EIN

39-1094338

Address

N88W14930 MAIN STREET · MENOMONEE FALLS, WI · 53051

Phone

(262) 255-0833

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-06-26

Filed

2025-09-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

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ABILENE FEDERAL CREDIT UNION

ABILENE FEDERAL CREDIT UNION CAPITAL ACCUMULATION

RELIANT FEDERAL CREDIT UNION

RELIANT FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

UTILITIES EMPLOYEES CREDIT UNION

UTILITIES EMPLOYEES CREDIT UNION PLAN FOR RETIREMENT ANNUITIES

INGERSOLL-RAND FEDERAL CREDIT UNION

INGERSOLL-RAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST