How big is Serve Credit Union's plan?

Serve Credit Union's plan reported $1.4M in assets and 21 participants for 2024.

Original filing (PDF)20250616073217NAL0001169952001

Serve Credit Union

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

Form 5500-SF

FILING_RECEIVED

Serve Credit Union Capital Accumulation Plan

401(k) retirement plan · Serve Credit Union's Serve Credit Union Capital Accumulation Plan held $1.4M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Deborah MALM signed Serve Credit Union's 2024 Form 5500 as plan administrator.

Deborah MALM — 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

Serve Credit Union's EIN is 42-0773825.

EIN 42-0773825

Plan number 001

Plan year 2024

ACK ID 20250616073217NAL0001169952001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SERVE 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