Original filing (PDF)20250507095002NAL0023821554001

THE HEALTH & EDUCATION FEDERAL CREDIT UNION

Name: THE HEALTH & EDUCATION FEDERAL CREDIT UNION — THE HEALTH & EDUCATION FEDERAL CREDIT UNION 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: THE HEALTH & EDUCATION FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

THE HEALTH & EDUCATION FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$574K

Net assets (EOY)

$574K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

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 THE HEALTH & EDUCATION FEDERAL CREDIT UNION.

Plan sponsor

Name

THE HEALTH & EDUCATION FEDERAL CREDIT UNION

EIN

61-0566360

Address

424 PARK PL · LEXINGTON, KY · 405111829

Phone

(859) 231-8262

Industry

Finance & Insurancesee all

Plan administrator