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Original filing (PDF)20251006065724NAL0001892403001
SPACE COAST CREDIT UNION
Form 5500
FILING_RECEIVED
SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,138
Accounts w/ balance
1,601
Plan assets (EOY)
$75.4M
Net assets (EOY)
$75.4M
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPACE COAST CREDIT UNION.
Plan sponsor
Name
SPACE COAST CREDIT UNION
EIN
59-0746906
Address
8045 N WICKHAM RD · MELBOURNE, FL · 32940
Phone
(321) 752-2222
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
2025-10-06
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
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $28K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $74 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
19 direct securities · 1 pooled fund· $75.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$71.6M
19 holdings
Common Collective Trust
$3.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund | — | — | — | $14.9M | 19.8% | |
| Fidelity Large Cap Mutual fund | — | — | — | $10.9M | 14.5% | |
| Vanguard Equity Inc. Admiral Fund Mutual fund | — | — | — | $5.3M | 7.0% | |
| Fidelity Small Cap Value Fund Mutual fund | — | — | — | $4.2M | 5.6% | |
| PIMCO STABLE INCOME FUND SEI TRUST COMPANY · EIN 45-4313627 / PN 001 | Common Collective Trust | — | — | $3.7M | 4.9% | |
| PIMCO RealPath Blend 2060 Mutual fund | — | — | — | $3.5M | 4.6% | |
| Fidelity Mid Cap Mutual fund | — | — | — | $3.5M | 4.6% | |
| Europacific Growth Fund Mutual fund | — | — | — | $3.3M | 4.4% | |
| PIMCO RealPath Blend 2050 Mutual fund | — | — | — | $3.1M | 4.1% | |
| PIMCO RealPath Blend 2040 Mutual fund | — | — | — | $2.9M | 3.9% | |
| PIMCO RealPath Blend 2055 Mutual fund | — | — | — | $2.8M | 3.7% | |
| Vanguard Explorer Fund Mutual fund | — | — | — | $2.7M | 3.6% | |
| PIMCO RealPath Blend 2045 Mutual fund | — | — | — | $2.7M | 3.6% | |
| PIMCO RealPath Blend 2035 Mutual fund | — | — | — | $2.5M | 3.3% | |
| Participants with various maturities | — | — | — | $2.4M | 3.2% | |
| Dodge & Cox Income Fund Mutual fund | — | — | — | $2.4M | 3.2% | |
| PIMCO RealPath Blend 2030 Mutual fund | — | — | — | $2.1M | 2.7% | |
| PIMCO RealPath Blend Income Mutual fund | — | — | — | $1.3M | 1.7% | |
| PIMCO RealPath Blend 2025 Mutual fund | — | — | — | $1.0M | 1.4% | |
| PIMCO RealPath Blend 2065 Mutual fund | — | — | — | $57K | <0.1% |