Original filing (PDF)20250819122748NAL0001148595001

CENTRIC FEDERAL CREDIT UNION

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

Form 5500

FILING_RECEIVED

CENTRIC FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

119

Accounts w/ balance

128

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

How this plan invests

This plan

5 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

100

Vendor stack

Participation health

Decision-maker contacts

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

Plan sponsor

Name

CENTRIC FEDERAL CREDIT UNION

EIN

72-0488612

Address

PO BOX 2456 · WEST MONROE, LA · 712942456

Phone

(318) 340-9656

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

2025-08-19

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)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
CMFG LIFE INSURANCE COMPANY	39-0230590	—	NONE	$33K	—

Investments

5 pooled funds· $768K(9% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
TRUSTEE LFSTYL MOD CL 1 CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 004	Common Collective Trust	$434K	5.3%
TRUSTEE LFSTYL INC CL 1 CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 002	Common Collective Trust	$150K	1.8%
TRUSTEE DIVRS ETY CL 1 CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 001	Common Collective Trust	$101K	1.2%

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