Original filing (PDF)20250502170749NAL0006945968001

FIRST CHOICE CREDIT UNION

Name: FIRST CHOICE CREDIT UNION — FIRST CHOICE CREDIT UNION CAPITAL ACCUMULATION PLAN, Form 5500 (2024)
Creator: FIRST CHOICE CREDIT UNION

Form 5500-SF

FILING_RECEIVED

FIRST CHOICE CREDIT UNION CAPITAL ACCUMULATION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

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 FIRST CHOICE CREDIT UNION.

Plan sponsor

Name

FIRST CHOICE CREDIT UNION

EIN

59-0389335

Address

1055 SOUTH CONGRESS AVENUE · WEST PALM BEACH, FL · 334065195

Phone

(561) 641-0100

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

033

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

NATIONAL CREDIT UNION ADMIN

NATIONAL CREDIT UNION ADMIN 401(K) PROFIT SHARING PLAN & TRUST

$5.1M · 19 participants

ONENEBRASKA FEDERAL CREDIT UNION

ONENEBRASKA FEDERAL CREDIT UNION 401K PLAN

$5.0M · 25 participants

ACMG FEDERAL CREDIT UNION

ACMG FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

$5.1M · 22 participants

CDC FEDERAL CREDIT UNION

CDC FEDERAL CREDIT UNION 401(K) PLAN

$5.1M · 30 participants

CLASS ACT FEDERAL CREDIT UNION

CLASS ACT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST