Original filing (PDF)20250731155658NAL0002710659001

Calhoun Liberty Employees Credit Union

Name: Calhoun Liberty Employees Credit Union — Form 5500 Plan 002 (2024)
Creator: Calhoun Liberty Employees Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Calhoun Liberty Employees Credit Union 401(k) Plan

401(k) retirement plan · Calhoun Liberty Employees Credit Union's Calhoun Liberty Employees Credit Union 401(k) Plan held $1.7M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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.

Decision-maker contacts

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

Plan sponsor

Name

CALHOUN LIBERTY EMPLOYEES CREDIT UNION

EIN

59-0991497all filings

Address

16076 STATE RD. 71 S. · BLOUNTSTOWN, FL · 32424

Phone

(850) 674-4527

Industry

Finance & Insurance

Plan administrator