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RESOURCE FEDERAL CREDIT UNION — RESOURCE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250529161639NAL0013787616001
RESOURCE FEDERAL CREDIT UNION
Form 5500-SF
FILING_RECEIVED
RESOURCE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
11
Accounts w/ balance
13
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
RESOURCE FEDERAL CREDIT UNION
.
Find decision makers
Plan sponsor
Name
RESOURCE FEDERAL CREDIT UNION
EIN
62-0602993
Address
525 OLD HICKORY BLVD · JACKSON, TN · 383052973
Phone
(731) 668-3464
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2J · 401(k) feature
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
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OUACHITA VALLEY FEDERAL CREDIT UNIO
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WINTHROP AREA FEDERAL CREDIT UNION
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COMMONWEALTH CREDIT UNION
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
COMMONWEALTH CREDIT UNION CAPITAL ACCUMULATION PLAN
$1.7M · 20 participants
KELLOGG MIDWEST FEDERAL CREDIT UNION
KELLOGG MIDWEST FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
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