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MY CREDIT UNION — MY CREDIT UNION RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250528112938NAL0012073296001
MY CREDIT UNION
Form 5500-SF
FILING_RECEIVED
MY CREDIT UNION RETIREMENT PLAN
401(k) retirement plan
Active participants
77
Accounts w/ balance
98
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
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
MY CREDIT UNION
.
Find decision makers
Plan sponsor
Name
MY CREDIT UNION
EIN
41-0824021
Address
9550 LYNDALE AVE. SO. · BLOOMINGTON, MN · 55420
Phone
(612) 798-7112
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
2025-05-28
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
FLORIDACENTRAL CREDIT UNION
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$9.4M · 117 participants
ALLEGIANCE FEDERAL CREDIT UNION
ALLEGIANCE FEDERAL CREDIT UNION 401(K) PLAN
$9.4M · 61 participants
EDUCATION FIRST FEDERAL CREDIT UNION
EDUCATION FIRST F.C.U. EMPLOYEES SAVINGS PLAN
$9.4M · 137 participants
WAUNA FEDERAL CREDIT UNION
WAUNA FEDERAL CREDIT UNION SAVINGS AND INVESTMENT PLAN
$9.4M · 108 participants
GAIN FEDERAL CREDIT UNION
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.
GAIN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
$9.4M · 66 participants
ST. CLOUD FINANCIAL CREDIT UNION
ST. CLOUD FINANCIAL CREDIT UNION 401(K) PLAN
$9.4M · 79 participants
Large plans in Minnesota
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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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$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
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$14.2B
