Original filing (PDF)20260313124031NAL0008768690001

MEMBERS CHOICE CREDIT UNION

Name: MEMBERS CHOICE CREDIT UNION — MEMBERS CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST, Form 5500 (2024)
Creator: MEMBERS CHOICE CREDIT UNION

Form 5500-SF

FILING_RECEIVED

MEMBERS CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEMBERS CHOICE CREDIT UNION.

Plan sponsor

Name

MEMBERS CHOICE CREDIT UNION

EIN

61-6029190

Address

PO BOX 1468 · ASHLAND, KY · 411051468

Phone

(606) 329-7876

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-03-13

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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