Back to filter
Original filing (PDF)20250724165753NAL0005835297001
FIVEPOINT CREDIT UNION
Form 5500
FILING_RECEIVED
FIVEPOINT CREDIT UNION THRIFT AND SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
206
Accounts w/ balance
215
Plan assets (EOY)
$27.5M
Net assets (EOY)
$27.5M
How this plan invests
This plan
1 pooled trust
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIVEPOINT CREDIT UNION.
Plan sponsor
Name
FIVEPOINT CREDIT UNION
EIN
74-1109889
Address
PO BOX 1366 · NEDERLAND, TX · 77627
Phone
(409) 962-8793
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
2025-07-24
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)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $82K | — |
Investments
15 direct securities · 1 pooled fund· $44.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$24.0M
1 holding
Uncategorized
$20.7M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $24.0M | 87.1% | |
| Standard Insurance Company Vanguard 500 Index Admiral | — | — | — | $4.7M | 16.9% | |
| Standard Insurance Company JP Morgan Large Cap Growth R6 | — | — | — | $4.3M | 15.5% | |
| Standard Insurance Company Dodge & Cox Income Fund | — | — | — | $3.2M | 11.8% | |
| Standard Insurance Company Vanguard Windsor II Admiral Fund | — | — | — | $2.1M | 7.6% | |
| Standard Insurance Company Neuberger Berman Mid Cap Growth Fund Class R6 | — | — | — | $1.3M | 4.8% | |
| Standard Insurance Company Vanguard Explorer Admiral | — | — | — | $1.3M | 4.7% | |
| Standard Insurance Company Fidelity Mid Cap Index Fund | — | — | — | $949K | 3.5% | |
| Standard Insurance Company Allspring Specl Mid Cap Value Ins | — | — | — | $797K | 2.9% | |
| Standard Insurance Company T Rowe Price Balanced Fund | — | — | — | $757K | 2.8% | |
| Standard Insurance Company JP Morgan Equity Income R6 | — | — | — | $361K | 1.3% | |
| Standard Insurance Company Janus Henderson Global Life Sciences I | — | — | — | $318K | 1.2% | |
| Standard Insurance Company Carillon Eagle Mid Cap Growth R6 | — | — | — | $259K | 0.9% | |
| Standard Insurance Company Fidelity Small Cap Index Fund | — | — | — | $180K | 0.7% | |
| Standard Insurance Company Fidelity Adv Total Bond I | — | — | — | $158K | 0.6% | |
| Standard Insurance Company Hartford International Opportunities Y | — | — | — | $89K | 0.3% |
Related plans
Other plans using STANCORP FINANCIAL GROUP
STANDARD INSURANCE COMPANY
THE STANDARD 401(K) PLAN
$1.3B · 4,268 participants
BERRY GLOBAL, INC.
BERRY GLOBAL EMPLOYEES 401(K) RETIREMENT PLAN
$1.1B · 17,041 participants
MICHAEL BAKER INTERNATIONAL HOLDCO CORPORATION
MICHAEL BAKER INTERNATIONAL 401(K) PLAN
$933.4M · 3,807 participants
GHD INC.
GHD INC. 401(K) EMPLOYEES' SAVINGS PLAN
$476.8M · 2,044 participants
AWC, INC.
AWC, INC. EMPLOYEES' SAVINGS PLAN
$423.5M · 616 participants
POET BIOREFINING LLC
POET 401(K) PLAN
$265.7M · 2,397 participants
Similar-size Finance & Insurance plans
GENERATIONS COMMUNITY FEDERAL CREDIT UNION
GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN
$27.5M · 155 participants
HUGHES FEDERAL CREDIT UNION
HUGHES FEDERAL CREDIT UNION 401(K) PLAN
$27.5M · 289 participants
CLEARVIEW FEDERAL CREDIT UNION
CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
$27.3M · 393 participants
COMMUNITY CHOICE CREDIT UNION
COMMUNITY CHOICE CREDIT UNION 401(K) PLAN
$27.2M · 175 participants
GESA CREDIT UNION
INSPIRUS CREDIT UNION 401(K) PLAN
$27.8M · 49 participants
TUCSON FEDERAL CREDIT UNION
TUCSON FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
$27.8M · 87 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants