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CENTRICITY CREDIT UNION — CENTRICITY CREDIT UNION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250922120346NAL0004686241001
CENTRICITY CREDIT UNION
Form 5500-SF
FILING_RECEIVED
CENTRICITY CREDIT UNION 401(K) PLAN
401(k) retirement plan
Active participants
75
Accounts w/ balance
64
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CENTRICITY CREDIT UNION
.
Find decision makers
Plan sponsor
Name
CENTRICITY CREDIT UNION
EIN
41-0788273
Address
4477 LAVAQUE ROAD · HERMANTOWN, MN · 55811
Phone
(218) 729-7733
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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OHIO VALLEY COMMUNITY FEDERAL CREDIT UNION
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WESTERN SUN FEDERAL CREDIT UNION
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ARAPAHOE CREDIT UNION
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$4.6M · 31 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FIRST TRUST CREDIT UNION
FIRST TRUST CREDIT UNION 401(K) PLAN AND TRUST
$4.6M · 33 participants
ALLTRUST CREDIT UNION
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$4.6M · 38 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
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$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
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$31.0B
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MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
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TARGET CORPORATION
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$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
