Original filing (PDF)20250726085719NAL0007436065001

FIRST CHOICE CREDIT UNION

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

Form 5500-SF

FILING_RECEIVED

FIRST CHOICE CREDIT UNION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$509K

Net assets (EOY)

$509K

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.

Decision-maker contacts

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

Plan sponsor

Name

FIRST CHOICE CREDIT UNION

EIN

39-1135610

Address

1614 E. 4TH STREET · MARSHFIELD, WI · 54449

Phone

(715) 387-8405

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

2025-07-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

NORTHERN KENTUCKY FEDERAL CREDIT UNION

NORTHERN KENTUCKY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

$509K · 8 participants

WATERTOWN MUNICIPAL CREDIT UNION

WATERTOWN MUNICIPAL CREDIT UNION 401(K) RETIREMENT PLAN

$508K · 3 participants

NORTH CAROLINA COMMUNITY FEDERAL CREDIT UNION

NORTH CAROLINA COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

$507K · 22 participants

MANVILLE AREA FEDERAL CREDIT UNION

MANVILLE AREA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN AND TRUST

$506K · 8 participants