Original filing (PDF)20250729160832NAL0003083857001

PRIORITY TRUST CREDIT UNION

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

Form 5500-SF

FILING_RECEIVED

PRIORITY TRUST CREDIT UNION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

PRIORITY TRUST CREDIT UNION

EIN

74-0695230

Address

9998 ALMEDA GENOA ROAD · HOUSTON, TX · 77075

Phone

(713) 970-6200

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

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)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ARC FEDERAL CREDIT UNION

ARC FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

$3.4M · 31 participants

HIGHMARK FEDERAL CREDIT UNION

HIGHMARK FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

$3.4M · 54 participants

HANCOCK FEDERAL CREDIT UNION

HANCOCK FEDERAL CREDIT UNION EMPLOYEES 401(K) RETIREMENT PLAN

$3.4M · 34 participants

NET FEDERAL CREDIT UNION

NET FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

$3.4M · 55 participants

LOUISIANA CREDIT UNION LEAGUE