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Original filing (PDF)20251007171823NAL0008617408001
POWER FINANCIAL CREDIT UNION
Form 5500
FILING_RECEIVED
POWER FINANCIAL CREDIT UNION 401(K) PLAN
401(k) retirement plan
Active participants
148
Accounts w/ balance
144
Plan assets (EOY)
$17.8M
Net assets (EOY)
$17.8M
How this plan invests
This plan
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POWER FINANCIAL CREDIT UNION.
Plan sponsor
Name
POWER FINANCIAL CREDIT UNION
EIN
59-0690962
Address
2020 N.W. 150TH AVENUE · PEMBROKE PINES, FL · 33028
Phone
(954) 538-4412
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
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)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | RECORDKEEPER | $1K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $29K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $737 | — |
Investments
44 direct securities· $17.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Life Insurance | — | — | — | $3.3M | 18.6% | |
| American Funds | — | — | — | $1.6M | 8.9% | |
| T. Rowe Price | — | — | — | $1.1M | 6.1% | |
| Vanguard | — | — | — | $1.0M | 5.8% | |
| American Funds | — | — | — | $980K | 5.5% | |
| T. Rowe Price | — | — | — | $860K | 4.8% | |
| Dimensional Fund Advisors | — | — | — | $772K | 4.3% | |
| T. Rowe Price | — | — | — | $754K | 4.2% | |
| T. Rowe Price | — | — | — | $548K | 3.1% | |
| MFS | — | — | — | $541K | 3.0% | |
| Fidelity | — | — | — | $489K | 2.7% | |
| Virtus | — | — | — | $480K | 2.7% | |
| Blackrock | — | — | — | $457K | 2.6% | |
| Participant loans | — | — | — | $422K | 2.4% | |
| Vanguard | — | — | — | $379K | 2.1% | |
| Vanguard | — | — | — | $370K | 2.1% | |
| Vanguard | — | — | — | $370K | 2.1% | |
| T. Rowe Price | — | — | — | $353K | 2.0% | |
| PGIM | — | — | — | $350K | 2.0% | |
| Dimensional Fund Advisors | — | — | — | $334K | 1.9% | |
| Dimensional Fund Advisors | — | — | — | $301K | 1.7% | |
| Vanguard | — | — | — | $276K | 1.5% | |
| T. Rowe Price | — | — | — | $273K | 1.5% | |
| Dimensional Fund Advisors | — | — | — | $237K | 1.3% | |
| T. Rowe Price | — | — | — | $226K | 1.3% | |
| Franklin Templeton | — | — | — | $196K | 1.1% | |
| Franklin Templeton | — | — | — | $123K | 0.7% | |
| Vaneck | — | — | — | $85K | 0.5% | |
| Macquarie | — | — | — | $78K | 0.4% | |
| Pioneer | — | — | — | $78K | 0.4% | |
| T. Rowe Price | — | — | — | $68K | 0.4% | |
| Vanguard | — | — | — | $58K | 0.3% | |
| T. Rowe Price | — | — | — | $53K | 0.3% | |
| T. Rowe Price | — | — | — | $50K | 0.3% | |
| JPMorgan | — | — | — | $43K | 0.2% | |
| Impax | — | — | — | $40K | 0.2% | |
| T. Rowe Price | — | — | — | $36K | 0.2% | |
| Columbia | — | — | — | $35K | 0.2% | |
| Pacific Heights | — | — | — | $27K | 0.2% | |
| Goldman Sachs | — | — | — | $17K | <0.1% | |
| Franklin Templeton | — | — | — | $12K | <0.1% | |
| Baron | — | — | — | $12K | <0.1% | |
| T. Rowe Price | — | — | — | $3K | <0.1% | |
| Harding Loevner | — | — | — | $20 | <0.1% |