· 2022–2024 · DOL EFAST2

SHARED RESOURCES CREDIT UNION — SHARED RESOURCES CREDIT UNION MONEY PURCHASE PLAN AND TRUST, Form 5500 (2024)

Original filing (PDF)20250528101624NAL0018545730001

SHARED RESOURCES CREDIT UNION

Form 5500-SF

FILING_RECEIVED

SHARED RESOURCES CREDIT UNION MONEY PURCHASE PLAN AND TRUST

Defined-contribution retirement plan

Active participants

7

Accounts w/ balance

9

Plan assets (EOY)

$358K

Net assets (EOY)

$358K

Plan health score

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

80

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHARED RESOURCES CREDIT UNION.

Plan sponsor

Name

SHARED RESOURCES CREDIT UNION

EIN

74-1162836all filings

Address

PO BOX 888 · PASADENA, TX · 775010888

Phone

(713) 473-9244

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

2025-05-28

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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