Original filing (PDF)20250501085103NAL0004529488001

EVERGLADES FEDERAL CREDIT UNION

Name: EVERGLADES FEDERAL CREDIT UNION — EVERGLADES FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST, Form 5500 (2024)
Creator: EVERGLADES FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

EVERGLADES FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$739K

Net assets (EOY)

$739K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

EVERGLADES FEDERAL CREDIT UNION

EIN

59-0762604all filings

Address

1099 W VENTURA AVE · CLEWISTON, FL · 334403416

Phone

(863) 983-5141

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