· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
UT FEDERAL CREDIT UNION — UT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250611191656NAL0045942834001
UT FEDERAL CREDIT UNION
Form 5500-SF
FILING_RECEIVED
UT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
66
Accounts w/ balance
85
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
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
UT FEDERAL CREDIT UNION
.
Find decision makers
Plan sponsor
Name
UT FEDERAL CREDIT UNION
EIN
62-0853550
Address
P.O. BOX 51848 · KNOXVILLE, TN · 379501848
Phone
(865) 971-1971
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
2025-06-11
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
UTAH POWER CREDIT UNION
UTAH POWER CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
$5.9M · 49 participants
MINNEQUA WORKS CREDIT UNION
MINNEQUA WORKS CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
$5.9M · 34 participants
TRIANGLE CREDIT UNION
TRIANGLE CREDIT UNION 401(K) SAVINGS PLAN
$5.8M · 142 participants
HAMPTON ROADS EDUCATORS' CREDIT UNION
HAMPTON ROADS EDUCATORS' CREDIT UNION RETIREMENT PENSION PLAN
$5.8M · 10 participants
SRI FEDERAL 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SRI CREDIT UNION 401(K) PLAN
$5.8M · 16 participants
MEMBERS EXCHANGE FEDERAL CREDIT UNION
MEMBERS EXCHANGE FEDERAL CREDIT UNION 401(K) PLAN AND PLAN AND TRUST
$5.8M · 43 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
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
