Original filing (PDF)20250923110021NAL0007210528001

UNITED ENERGY CREDIT UNION

Name: UNITED ENERGY CREDIT UNION — UNITED ENERGY CREDIT UNION 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: UNITED ENERGY CREDIT UNION

Form 5500-SF

FILING_RECEIVED

UNITED ENERGY CREDIT UNION 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

/ 100

Grade A

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

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

Plan sponsor

Name

UNITED ENERGY CREDIT UNION

EIN

74-0693876

Address

8790 FM 1960 BYPASS RD W · STE 500A · HUMBLE, TX · 773383950

Phone

(281) 964-1777

Industry

Finance & Insurancesee 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

2025-09-23

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)

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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