Original filing (PDF)20251014115114NAL0005782354001

ALL IN FEDERAL CREDIT UNION

Name: ALL IN FEDERAL CREDIT UNION — ALL IN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: ALL IN FEDERAL CREDIT UNION

Form 5500

FILING_RECEIVED

ALL IN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401(k) retirement plan

Signals · 1

12% employer stock

Active participants

448

Accounts w/ balance

514

Plan assets (EOY)

$29.7M

Net assets (EOY)

$29.7M

How this plan invests

This plan

33 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

Decision-maker contacts

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

Plan sponsor

Name

ALL IN FEDERAL CREDIT UNION

EIN

63-0513743

Address

238 VIRGINIA AVE · DALEVILLE, AL · 363222400

Phone

(334) 598-4411

Industry

Finance & Insurancesee 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

2025-10-14

Pension benefit codes

2E · Profit-sharing

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)

Service providers (Schedule C)

2 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MEMBERS CAPITAL ADVISORS, INC.	42-0388260	—	NONE	$24K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CMFG LIFE INSURANCE COMPANY	39-0230590	—	NONE	$79K	—

Investments

33 direct securities· $29.7M(100% of reported assets)

Other securities

$25.3M

31 holdings

Common Stock

$3.5M

1 holding

Bonds / Notes

$895K

1 holding

					% of plan
CMFG Deposit administration group annuity contract, at contract value	Common Stock	—	—	$3.5M	11.7%
Vanguard LifeStrategy Moderate Gr Inv #	Other securities	—	—	$3.3M	11.2%
BlackRock LifePath® Index 2050 K #	Other securities	—	—	$3.0M	10.2%
Vanguard LifeStrategy Cnsrv Gr Inv #	Other securities	—	—	$2.0M	6.8%
BlackRock LifePath® Index 2055 K #	Other securities	—	—	$2.0M	6.7%
Vanguard LifeStrategy Growth Inv #	Other securities	—	—	$2.0M	6.6%
BlackRock LifePath® Index 2040 K #	Other securities	—	—	$1.8M	6.2%
BlackRock LifePath® Index 2060 K #	Other securities	—	—	$1.5M	5.0%
BlackRock LifePath® Index 2045 K #	Other securities	—	—	$1.2M	4.2%
Vanguard 500 Index Admiral #	Other securities	—	—	$1.2M	4.1%
American Funds American Funds Growth Fund of Amer R6 #	Other securities	—	—	$1.1M	3.8%
BlackRock LifePath® Index 2030 K #	Other securities	—	—	$1.0M	3.5%
Notes receivable from participants Range of interest rates - 5.25% to 10.50%, with various maturities	Bonds / Notes	—	—	$895K	3.0%
BlackRock LifePath® Index 2035 K #	Other securities	—	—	$690K	2.3%
DFA US Large Cap Value I #	Other securities	—	—	$528K	1.8%
Vanguard Extended Market Index Admiral #	Other securities	—	—	$475K	1.6%
American Funds American Funds Europacific Growth R6 #	Other securities	—	—	$431K	1.5%
BlackRock LifePath® Index Retire K #	Other securities	—	—	$300K	1.0%
Vanguard Selected Value Inv #	Other securities	—	—	$284K	1.0%
Vanguard Value Index Adm #	Other securities	—	—	$270K	0.9%
Vanguard Growth Index Admiral #	Other securities	—	—	$265K	0.9%
BlackRock LifePath Index 2065 K #	Other securities	—	—	$257K	0.9%
DFA US Small Cap I #	Other securities	—	—	$255K	0.9%
Vanguard Total Bond Market Index Adm #	Other securities	—	—	$228K	0.8%
Loomis Sayles Loomis Sayles Investment Grade Bond Y #	Other securities	—	—	$225K	0.8%
Vanguard Real Estate Index Admiral #	Other securities	—	—	$189K	0.6%
DFA Emerging Markets I #	Other securities	—	—	$164K	0.6%
Nuveen Large cap Responsible Equity Fund R6 #	Other securities	—	—	$121K	0.4%
JP Morgan JPMorgan Equity Income Fund R6 #	Other securities	—	—	$103K	0.3%
PIMCO Real Return Instl #	Other securities	—	—	$98K	0.3%
Vanguard Developed Markets Index Admiral #	Other securities	—	—	$84K	0.3%
Putnam High Yield Fund-Y #	Other securities	—	—	$67K	0.2%
Vanguard LifeStrategy Income Inv #	Other securities	—	—	$24K	<0.1%