How big is Core Credit Union's plan?

Core Credit Union's plan reported $3.0M in assets and 39 participants for 2024.

Original filing (PDF)20250508075053NAL0026512274001

Core Credit Union

Name: Core Credit Union — Core Credit Union 401(k) Plan, Form 5500 (2024)
Creator: Core Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Core Credit Union 401(k) Plan and Trust

401(k) retirement plan · Core Credit Union's Core Credit Union 401(k) Plan and Trust held $3.0M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Charles Whalen signed Core Credit Union's 2024 Form 5500 as plan administrator.

Charles Whalen — 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

Core Credit Union's EIN is 58-6220616.

EIN 58-6220616

Plan number 002

Plan year 2024

ACK ID 20250508075053NAL0026512274001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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