How big is Santee Cooper Credit Union's plan?

Santee Cooper Credit Union's plan reported $2.9M in assets and 15 participants for 2024.

Original filing (PDF)20250801083517NAL0012184162001

Santee Cooper Credit Union

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

Form 5500-SF

FILING_RECEIVED

Santee Cooper Credit Union 401(k) Plan and Trust Trust

401(k) retirement plan · Santee Cooper Credit Union's Santee Cooper Credit Union 401(k) Plan and Trust Trust held $2.9M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Nancy Michelle Jones signed Santee Cooper Credit Union's 2024 Form 5500 as plan administrator.

Nancy Michelle Jones — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Santee Cooper Credit Union's EIN is 57-0379898.

EIN 57-0379898

Plan number 001

Plan year 2024

ACK ID 20250801083517NAL0012184162001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Santee Cooper Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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