Original filing (PDF)20250805105300NAL0001763137001

CREDIT UNION EXECUTIVES SOCIETY - (CUES)

Name: CREDIT UNION EXECUTIVES SOCIETY - (CUES) — CREDIT UNION EXECUTIVES SOCIETY (CUES) CAPITAL ACCUMULATION PLAN, Form 5500 (2024)
Creator: CREDIT UNION EXECUTIVES SOCIETY - (CUES)

Form 5500-SF

FILING_RECEIVED

CREDIT UNION EXECUTIVES SOCIETY (CUES) CAPITAL ACCUMULATION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

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 CREDIT UNION EXECUTIVES SOCIETY - (CUES).

Plan sponsor

Name

CREDIT UNION EXECUTIVES SOCIETY - (CUES)

EIN

39-1351028

Address

PO BOX 14167 · MADISON, WI · 537080167

Phone

(608) 271-2664

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

033

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

NORSTATE FEDERAL CREDIT UNION

NORSTATE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

$12.5M · 62 participants

INDIANA CREDIT UNION LEAGUE INC.

INDIANA CREDIT UNION LEAGUE RETIREMENT SAVINGS PLAN

$12.5M · 24 participants

VIA CREDIT UNION

VIA CREDIT UNION 401(K) RETIREMENT PLAN

$12.5M · 90 participants

RIVER REGION COMMUNITY FEDERAL CREDIT UNION

RIVER REGION CREDIT UNION 401(K) PLAN AND TRUST

$12.5M · 122 participants

FIRST CITIZENS FEDERAL CREDIT UNION