· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CHARLOTTE FIRE DEPARTMENT CREDIT UNION — CHARLOTTE FIRE DEPARTMENT CREDIT UNION 401(K) PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250827090737NAL0004937779001
CHARLOTTE FIRE DEPARTMENT CREDIT UNION
Form 5500-SF
FILING_RECEIVED
CHARLOTTE FIRE DEPARTMENT CREDIT UNION 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
10
Accounts w/ balance
11
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
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
CHARLOTTE FIRE DEPARTMENT CREDIT UNION
.
Find decision makers
Plan sponsor
Name
CHARLOTTE FIRE DEPARTMENT CREDIT UNION
EIN
56-0769519
Address
2121 COMMONWEALTH AVENUE · CHARLOTTE, NC · 282055100
Phone
(704) 375-3950
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
2025-08-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
CALCOM FEDERAL CREDIT UNION
CALCOM FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
$3.2M · 20 participants
HAWAII FIRST FEDERAL CREDIT UNION
HAWAII FIRST FEDERAL CREDIT UNION 401(K) PLAN & TRUST
$3.2M · 21 participants
THE PEOPLES FEDERAL CREDIT UNION
THE PEOPLES FEDERAL CREDIT UNION 401K PLAN
$3.2M · 43 participants
SEASONS FEDERAL CREDIT UNION
SEASONS FEDERAL CREDIT UNION 401(K) PLAN
$3.2M · 35 participants
MONEY ONE 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MONEY ONE FEDERAL CREDIT UNION 401(K) SAVINGS PLAN
$3.2M · 22 participants
GUADALUPE CREDIT UNION
GUADALUPE CREDIT UNION 401(K) PLAN AND TRUST
$3.2M · 97 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
