How big is CU Investment Solutions, LLC's plan?

CU Investment Solutions, LLC's plan reported $2.4M in assets and 5 participants for 2024.

Original filing (PDF)20250721100324NAL0003352722001

CU Investment Solutions, LLC

Name: CU Investment Solutions, LLC — CU Investment, Form 5500 (2024)
Creator: CU Investment Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CU Investment Solutions 401(k) Plan

401(k) retirement plan · CU Investment Solutions, LLC's CU Investment Solutions 401(k) Plan held $2.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

CU Investment Solutions, LLC's EIN is 48-1061886.

EIN 48-1061886

Plan number 001

Plan year 2024

ACK ID 20250721100324NAL0003352722001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CU Investment Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CU Investment Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CU INVESTMENT SOLUTIONS, LLC.

Finding similar companies…

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