Original filing (PDF)20250513100315NAL0017966513001

MEMBERS' ADVANTAGE CREDIT UNION

Name: MEMBERS' ADVANTAGE CREDIT UNION — MEMBERS' ADVANTAGE CREDIT UNION 401(K) PLAN, Form 5500 (2024)
Creator: MEMBERS' ADVANTAGE CREDIT UNION

Form 5500-SF

FILING_RECEIVED

MEMBERS' ADVANTAGE CREDIT UNION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 MEMBERS' ADVANTAGE CREDIT UNION.

Plan sponsor

Name

MEMBERS' ADVANTAGE CREDIT UNION

EIN

39-6062826

Address

1610 LINCOLN STREET · WISCONSIN RAPIDS, WI · 544945920

Phone

(715) 421-1610

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-13

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

DENVER FIRE DEPARTMENT FEDERAL CREDIT UNION

DENVER FIRE DEPARTMENT FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

$2.8M · 11 participants

INDEPENDENT FEDERAL CREDIT UNION

INDEPENDENT FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

$2.8M · 22 participants

ASPIRE COMMUNITY FEDERAL CREDIT UNION

ASPIRE COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

$2.8M · 23 participants

HERITAGE GROVE FEDERAL CREDIT UNION

HERITAGE GROVE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

$2.8M · 29 participants