Original filing (PDF)20250626194144NAL0012887552001

BEACON FEDERAL CREDIT UNION

Name: BEACON FEDERAL CREDIT UNION — BEACON FEDERAL CREDIT UNION SALARY SAVINGS PLAN, Form 5500 (2024)
Creator: BEACON FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

BEACON FEDERAL CREDIT UNION SALARY SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

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 BEACON FEDERAL CREDIT UNION.

Plan sponsor

Name

BEACON FEDERAL CREDIT UNION

EIN

74-1142857

Address

2901 SENS ROAD · LA PORTE, TX · 775719137

Phone

(281) 471-1782

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

2025-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CU BUSINESS GROUP LLC

CU BUSINESS GROUP, LLC 401(K) PLAN AND TRUST

$6.6M · 65 participants

MOTION FEDERAL CREDIT UNION

MOTION FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

$6.6M · 12 participants

MIDWEST MEMBERS CREDIT UNION

MIDWEST MEMBERS CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

$6.6M · 17 participants

MTCU

MTCU DEFINED BENEFIT PLAN AND TRUST

$6.6M · 29 participants

COOPERATIVA DE AHORRO Y CREDITO LAS PIEDRAS

COOPERATIVA DE AHORRO Y CREDITO DE LAS PIEDRAS RETIREMENT PLAN