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SELECT SEVEN FEDERAL CREDIT UNION — SELECT SEVEN FEDERAL CREDIT UNION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250929084935NAL0011920880001
SELECT SEVEN FEDERAL CREDIT UNION
Form 5500-SF
FILING_RECEIVED
SELECT SEVEN FEDERAL CREDIT UNION 401(K) PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
18
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SELECT SEVEN FEDERAL CREDIT UNION
.
Find decision makers
Plan sponsor
Name
SELECT SEVEN FEDERAL CREDIT UNION
EIN
62-0523879
Address
181 MARKETPLACE BLVD · JOHNSON CITY, TN · 37604
Phone
(423) 282-0671
Industry
Finance & Insurance
see all
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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
ATLANTIC CITY ELECTRIC COMPANY EMPLOYEES FEDERAL CREDIT UNION
ATLANTIC CITY ELECTRIC COMPANY EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN & TRUST
$1.7M · 10 participants
FALL RIVER MUNICIPAL CREDIT UNION
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NUCOR EMPLOYEE'S CREDIT UNION
NUCOR EMPLOYEES CREDIT UNION 401(K) PLAN AND TRUST
$1.7M · 21 participants
KUMC CREDIT UNION
KUMC CREDIT UNION THRIFT TRUST
$1.7M · 5 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SOUTHERN LAKES CREDIT UNION
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$1.7M · 16 participants
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GOETZ CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
$1.7M · 13 participants
Large plans in Tennessee
FEDEX CORPORATION
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FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
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HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B