How big is Share Advantage Credit Union's plan?

Share Advantage Credit Union's plan reported $1.5M in assets and 21 participants for 2024.

Original filing (PDF)20250721141913NAL0004052754001

Share Advantage Credit Union

Name: Share Advantage Credit Union — Share Advantage, Form 5500 (2024)
Creator: Share Advantage Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Share Advantage Credit Union 401(k) Plan and Trust

401(k) retirement plan · Share Advantage Credit Union's Share Advantage Credit Union 401(k) Plan and Trust held $1.5M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Kellee Lueck signed Share Advantage Credit Union's 2024 Form 5500 as plan administrator.

Kellee Lueck — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Share Advantage Credit Union's EIN is 41-0226110.

EIN 41-0226110

Plan number 001

Plan year 2024

ACK ID 20250721141913NAL0004052754001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Share Advantage Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Share Advantage Credit Union's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off