Original filing (PDF)20250731155658NAL0002710659001

CALHOUN LIBERTY EMPLOYEES CREDIT UNION

Name: CALHOUN LIBERTY EMPLOYEES CREDIT UNION — CALHOUN LIBERTY EMPLOYEES CREDIT UNION 401K PLAN, Form 5500 (2024)
Creator: CALHOUN LIBERTY EMPLOYEES CREDIT UNION

Form 5500-SF

FILING_RECEIVED

CALHOUN LIBERTY EMPLOYEES CREDIT UNION 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALHOUN LIBERTY EMPLOYEES CREDIT UNION.

Plan sponsor

Name

CALHOUN LIBERTY EMPLOYEES CREDIT UNION

EIN