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Original filing (PDF)20230814071245NAL0043842496001
FAMILY TRUST FEDERAL CREDIT UNION
Form 5500
FILING_RECEIVED
FAMILY TRUST FEDERAL CREDIT UNION RETIREMENT PENSION PLAN
Defined-benefit pension plan
Signals · 1
9 service providers
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
5 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAMILY TRUST FEDERAL CREDIT UNION.
Plan sponsor
Name
FAMILY TRUST FEDERAL CREDIT UNION
EIN
57-0400781
Address
PO BOX 10233 · ROCK HILL, SC · 29731
Phone
(803) 367-4100
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
022
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-10-25
Filed
2023-08-14
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT WEST LIFE & ANNUITY INSURANCE | 84-0467907 | — | CONTRACT ADMINISTRATOR | $78K | — |
| DOEREN MAYHEW & CO. PC | 04-1590850 | — | CONTRACT ADMINISTRATOR | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOEREN MAYHEW & CO. PC | 38-2492570 | — | AUDITOR | $9K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| POYNER SPRUILL | 56-1493995 | — | ERISA COUNSEL | $15K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICE | 36-4291971 | — | ANNUITY PURCHASE PROVIDER | $51K | — |
| INVESCO | 13-2576643 | — | INVESTMENT PROVIDER | $0 | — |
| VANGAURD | 23-1945930 | — | INVESTMENT PROVIDER | $0 | — |
| VANGAURD | 23-1999755 | — | INVESTMENT PROVIDER | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | INVESTMENT PROVIDER | $0 | — |
Investments
5 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SIA-CMZ MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | — |
| SIA-CND MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | — |
| SIA-CNF MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | — |
| SIA-CNJ MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | — |
| SIA-KR MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |