How big is Achieva Credit Union's plan?

Achieva Credit Union's plan reported $46.3M in assets and 499 participants for 2024.

Original filing (PDF)20251015161904NAL0005103153001

Achieva Credit Union

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

Form 5500

FILING_RECEIVED

Achieva Credit Union 401(k) Savings Plan

401(k) retirement plan · Achieva Credit Union's Achieva Credit Union 401(k) Savings Plan held $46.3M in plan assets for 499 participants in 2024, with Empower as recordkeeper.

Active participants

499

Accounts w/ balance

628

Plan assets (EOY)

$46.3M

Net assets (EOY)

$46.3M

People on this filing

Sarah Schackmann signed Achieva Credit Union's 2024 Form 5500 as plan administrator.

Sarah Schackmann — 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

Achieva Credit Union's EIN is 59-0729366.

EIN 59-0729366

Plan number 002

Plan year 2024

ACK ID 20251015161904NAL0005103153001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Achieva 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 ACHIEVA CREDIT UNION.

Finding similar companies…

How this plan invests

This plan

16 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

ACHIEVA CREDIT UNION

EIN

all filings

Address

PO BOX 1500 · DUNEDIN, FL · 34697

Phone

(727) 431-7351

Industry

Finance & Insurance

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

2025-10-15

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)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$4K	—
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

16 direct securities· $39.6M(86% of reported assets)

Other securities

$23.6M

9 holdings

Common Collective Trusts

$8.3M

2 holdings

Mutual Funds

$5.0M

3 holdings

Common Stocks

$2.6M

1 holding

Cash / Money Market

$163K

1 holding

					% of plan
MassMutual S&P 500 Index Fund #	Common Collective Trusts	—	—	$6.4M	13.8%
MassMutual Sel Blue Chip Growth Fund #	Other securities	—	—	$5.7M	12.4%
MassMutual Core Bond Fund #	Other securities	—	—	$4.9M	10.5%
MassMutual Select Diversified Value A #	Other securities	—	—	$4.2M	9.1%
Fidelity Advisor Strategic Real Ret I #	Mutual Funds	—	—	$3.7M	8.0%
MassMutual Overseas Fund #	Other securities	—	—	$3.6M	7.7%
MassMutual Pro and Inc Fd #	Common Stocks	—	—	$2.6M	5.7%
MassMutual Select Mid-Cap Growth R5 #	Other securities	—	—	$2.1M	4.4%
Allspring Spec Mid-Cap Val Fd #	Other securities	—	—	$2.0M	4.4%
Empower S&P SmCap 600 Index Fund Inv #	Common Collective Trusts	—	—	$1.9M	4.1%
American Funds New World Fund R4 #	Mutual Funds	—	—	$1.2M	2.5%
MassMutual Select Equity Opportunities Fund R5 #	Other securities	—	—	$600K	1.3%
Black Rock Health Sciences Opportunities Fund #	Other securities	—	—	$444K	1.0%
MassMutual Premier U.S. Government Money Market Fund #	Cash / Money Market	—	—	$163K	0.4%
Fidelity Advisor Real Estate Income #	Mutual Funds	—	—	$130K	0.3%
Parametric Commodity Strategy A #	Other securities	—	—	$73K	0.2%