How big is Credit Advisors Foundation's plan?

Credit Advisors Foundation's plan reported $2.0M in assets and 13 participants for 2024.

Original filing (PDF)20250730173811NAL0005106225001

Credit Advisors Foundation

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

Form 5500-SF

FILING_RECEIVED

Credit Advisors Foundation Employee Retirement Plan

401(k) retirement plan · Credit Advisors Foundation's Credit Advisors Foundation Employee Retirement Plan held $2.0M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Credit Advisors Foundation's EIN is 47-0751100.

EIN 47-0751100

Plan number 001

Plan year 2024

ACK ID 20250730173811NAL0005106225001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Credit Advisors Foundation's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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