How big is Transcend Credit Union's plan?

Transcend Credit Union's plan reported $9.4M in assets and 70 participants for 2024.

Original filing (PDF)20250702081230NAL0032378834001

Transcend Credit Union

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

Form 5500-SF

FILING_RECEIVED

Transcend Credit Union 401(k) Plan

401(k) retirement plan · Transcend Credit Union's Transcend Credit Union 401(k) Plan held $9.4M in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

101

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

People on this filing

Vickie Shellenberg signed Transcend Credit Union's 2024 Form 5500 as plan administrator.

Vickie Shellenberg — 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

Transcend Credit Union's EIN is 61-0360420.

EIN 61-0360420

Plan number 001

Plan year 2024

ACK ID 20250702081230NAL0032378834001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Transcend 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 TRANSCEND CREDIT UNION.

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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