Original filing (PDF)20250519163352NAL0000792961001

CU BUSINESS GROUP LLC

Name: CU BUSINESS GROUP LLC — CU BUSINESS GROUP, LLC 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: CU BUSINESS GROUP LLC

Form 5500-SF

FILING_RECEIVED

CU BUSINESS GROUP, LLC 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

103

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CU BUSINESS GROUP LLC.

Plan sponsor

Name

CU BUSINESS GROUP LLC

EIN

56-2284235

Address

9600 NE CASCADES PKWY #250 · PORTLAND, OR · 972206831

Phone

(971) 244-6300

Industry

Finance & Insurancesee 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

2025-05-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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