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PEOPLES CREDIT UNION — PEOPLES CREDIT UNION 401(K) PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250430162623NAL0004361458001
PEOPLES CREDIT UNION
Form 5500-SF
FILING_RECEIVED
PEOPLES CREDIT UNION 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
23
Accounts w/ balance
20
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
PEOPLES CREDIT UNION
.
Find decision makers
Plan sponsor
Name
PEOPLES CREDIT UNION
EIN
42-6064858
Address
310 1ST STREET · WEBSTER CITY, IA · 50595
Phone
(515) 832-6346
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
2025-04-30
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
METRO FEDERAL CREDIT UNION
METRO FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
$1.5M · 13 participants
CASTPARTS EMPLOYEES FEDERAL CREDIT UNION
CASTPARTS EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
$1.5M · 10 participants
MOUNTAINCREST CREDIT UNION
MOUNTAINCREST CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
$1.5M · 9 participants
PRINCETON FEDERAL CREDIT UNION
PRINCETON FEDERAL CREDIT UNION 401(K) PLAN
$1.5M · 28 participants
ACCESS 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.
ACCESS CREDIT UNION 401(K) PLAN
$1.6M · 14 participants
POLAM FEDERAL CREDIT UNION
POLAM FEDERAL CREDIT UNION 401(K) PLAN
$1.5M · 22 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
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PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
