· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CU BUSINESS GROUP LLC — CU BUSINESS GROUP, LLC 401(K) PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250519163352NAL0000792961001
CU BUSINESS GROUP LLC
Form 5500-SF
FILING_RECEIVED
CU BUSINESS GROUP, LLC 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
65
Accounts w/ balance
103
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
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
CU BUSINESS GROUP LLC
.
Find decision makers
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 & 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
2025-05-19
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
Related plans
Similar-size Finance & Insurance plans
BEACON FEDERAL CREDIT UNION
BEACON FEDERAL CREDIT UNION SALARY SAVINGS PLAN
$6.6M · 46 participants
MOTION FEDERAL CREDIT UNION
MOTION FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
$6.6M · 12 participants
MTCU
MTCU DEFINED BENEFIT PLAN AND TRUST
$6.6M · 29 participants
B-M S FEDERAL CREDIT UNION
B-M S FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
$6.6M · 4 participants
TEXOMA COMMUNITY CREDIT UNION
TEXOMA COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST
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.
$6.6M · 78 participants
MIDWEST MEMBERS CREDIT UNION
MIDWEST MEMBERS CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
$6.6M · 17 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B