· 2022–2024 · DOL EFAST2

BORDER FEDERAL CREDIT UNION — BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251014120155NAL0005737666001

BORDER FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN

401(k) retirement plan

Active participants

111

Accounts w/ balance

130

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

Plan health score

Above-average plan

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

92

Total plan cost

n/a

Plan health

32

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.

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 BORDER FEDERAL CREDIT UNION.

Plan sponsor

Name

BORDER FEDERAL CREDIT UNION

EIN

74-1245535

Address

2211 N. BEDELL AVENUE · DEL RIO, TX · 78840

Phone

(830) 774-2328

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

2025-10-14

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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