How big is National CU Services, Inc.'s plan?

National CU Services, Inc.'s plan reported $4.0M in assets and 2 participants for 2023.

Original filing (PDF)20250327131237NAL0009361875001

National CU Services, Inc.

Name: National CU Services, Inc. — National CU Services, Form 5500 (2023)
Creator: National CU Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

National CU Services, Inc. Profit Sharing Plan

401(k) retirement plan · National CU Services, Inc.'s National CU Services, Inc. Profit Sharing Plan held $4.0M in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

National CU Services, Inc.'s EIN is 39-1169123.

EIN 39-1169123

Plan number 001

Plan year 2023

ACK ID 20250327131237NAL0009361875001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for National CU Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

National CU Services, Inc.'s plan includes profit-sharing, a 401(k) feature, life insurance.

Decision-maker contacts

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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