How big is Unity One Credit Union's plan?

Unity One Credit Union's plan reported $6.5M in assets and 56 participants for 2024.

Original filing (PDF)20250618110736NAL0006124242001

Unity One Credit Union

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

Form 5500-SF

FILING_RECEIVED

Unity One Credit Union 401(k) PS Plan

401(k) retirement plan · Unity One Credit Union's Unity One Credit Union 401(k) PS Plan held $6.5M in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

Patty Revis, SPHR signed Unity One Credit Union's 2024 Form 5500 as plan administrator.

Patty Revis, SPHR — 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

Unity One Credit Union's EIN is 41-0447515.

EIN 41-0447515

Plan number 001

Plan year 2024

ACK ID 20250618110736NAL0006124242001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Unity One Credit Union's plan includes automatic enrollment, 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 UNITY ONE CREDIT UNION.

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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