How big is Park Federal Credit Union's plan?

Park Federal Credit Union's plan reported $22.1M in assets and 267 participants for 2024.

Original filing (PDF)20250725151350NAL0017529442001

Park Federal Credit Union

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

Form 5500

FILING_RECEIVED

Park Community Credit Union 401(k) Plan and Trust

401(k) retirement plan · Park Federal Credit Union's Park Community Credit Union 401(k) Plan and Trust held $22.1M in plan assets for 267 participants in 2024.

Active participants

267

Accounts w/ balance

292

Plan assets (EOY)

$22.1M

Net assets (EOY)

$22.1M

People on this filing

LISA Brangers signed Park Federal Credit Union's 2024 Form 5500 as plan administrator.

LISA Brangers — 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

Park Federal Credit Union's EIN is 61-0654642.

EIN 61-0654642

Plan number 002

Plan year 2024

ACK ID 20250725151350NAL0017529442001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Park Federal Credit Union's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

PARK FEDERAL CREDIT UNION

DBA

PARK COMMUNITY CREDIT UNION

EIN

all filings

Address

2515 BLANKENBAKER PARKWAY · LOUISVILLE, KY · 40299

Phone

(502) 968-3681

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Service providers (Schedule C)

2 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MEMBERS CAPITAL ADVISORS, INC.	42-0388260	—	NONE	$19K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CMFG LIFE INSURANCE COMPANY	39-0230590	—	NONE	$43K	—

Investments

36 direct securities· $22.1M(100% of reported assets)

Other securities

$10.0M

14 holdings

Mutual Funds

$8.0M

18 holdings

Common Collective Trusts

$2.4M

2 holdings

Stable Value

$1.4M

1 holding

Bonds / Notes

$356K

1 holding

					% of plan
T. Rowe Price Retirement 2030 Fund I Mutual fund	Other securities	—	—	$2.1M	9.7%
Harbor Capital Appreciation Instl Mutual fund	Other securities	—	—	$1.8M	8.2%
T. Rowe Price Retirement 2040 Fund I Mutual fund	Other securities	—	—	$1.8M	8.2%
Vanguard Selected Value Inv Mutual fund	Mutual Funds	—	—	$1.4M	6.5%
CMFG Life Stable Value (A54) Group annuity contract	Stable Value	—	—	$1.4M	6.2%
Vanguard LifeStrategy Moderate Gr Inv Mutual fund	Mutual Funds	—	—	$1.3M	5.8%
Fidelity Large Cap Growth Idx Mutual fund	Common Collective Trusts	—	—	$1.3M	5.7%
T. Rowe Price Retirement 2050 Fund I Mutual fund	Other securities	—	—	$1.2M	5.6%
Vanguard LifeStrategy Growth Inv Mutual fund	Mutual Funds	—	—	$1.2M	5.2%
Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$1.1M	5.1%
DFA US Large Cap Value I Mutual fund	Mutual Funds	—	—	$968K	4.4%
T. Rowe Price Retirement 2045 Fund I Mutual fund	Other securities	—	—	$775K	3.5%
Fidelity Mid Cap Index Mutual fund	Mutual Funds	—	—	$683K	3.1%
DFA US Small Cap I Mutual fund	Mutual Funds	—	—	$621K	2.8%
Jpmorgan Equity Income R6 Mutual fund	Other securities	—	—	$540K	2.4%
DFA International Large Cap Growth Mutual fund	Mutual Funds	—	—	$467K	2.1%
T. Rowe Price Retirement 2020 Fund I Mutual fund	Other securities	—	—	$423K	1.9%
Notes receivable from participants Interest rates - 4.25% to 9.50%	Bonds / Notes	—	—	$356K	1.6%
Vanguard LifeStrategy Income Inv Mutual fund	Mutual Funds	—	—	$325K	1.5%
T. Rowe Price Retirement 2055 Fund I Mutual fund	Other securities	—	—	$323K	1.5%
Putnam High Yield Y Mutual fund	Mutual Funds	—	—	$298K	1.3%
T. Rowe Price Retirement 2035 Fund I Mutual fund	Other securities	—	—	$244K	1.1%
T. Rowe Price Retirement 2060 Fund I Mutual fund	Other securities	—	—	$208K	0.9%
Loomis Sayles Investment Grade Bond Y Mutual fund	Other securities	—	—	$195K	0.9%
Nuveen Large Cap Responsible Equity Fund R6 Mutual fund	Mutual Funds	—	—	$182K	0.8%
Vanguard LifeStrategy Cnsrv Gr Inv Mutual fund	Mutual Funds	—	—	$169K	0.8%
T. Rowe Price Retirement Balanced Fund I Mutual fund	Other securities	—	—	$125K	0.6%
T. Rowe Price Retirement 2025 Fund I Mutual fund	Other securities	—	—	$114K	0.5%
DFA Emerging Markets I Mutual fund	Mutual Funds	—	—	$100K	0.5%
Fidelity International Index Mutual fund	Mutual Funds	—	—	$96K	0.4%
Vanguard Real Estate Index Admiral Mutual fund	Mutual Funds	—	—	$68K	0.3%
Fidelity US Bond Index Mutual fund	Mutual Funds	—	—	$55K	0.2%
Dodge & Cox Income Mutual fund	Mutual Funds	—	—	$48K	0.2%
Fidelity Small Cap Index Mutual fund	Mutual Funds	—	—	$38K	0.2%
T. Rowe Price Retirement 2065 Fund I Mutual fund	Other securities	—	—	$27K	0.1%
PIMCO Real Return Instl Mutual fund	Mutual Funds	—	—	$21K	<0.1%