Original filing (PDF)20250708132827NAL0004719713001

SOUTHWEST RESEARCH CENTER FEDERAL CREDIT UNION

Name: SOUTHWEST RESEARCH CENTER FEDERAL CREDIT UNION — SOUTHWEST RESEARCH CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: SOUTHWEST RESEARCH CENTER FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

SOUTHWEST RESEARCH CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 SOUTHWEST RESEARCH CENTER FEDERAL CREDIT UNION.

Plan sponsor

Name

SOUTHWEST RESEARCH CENTER FEDERAL CREDIT UNION

EIN

74-1315920

Address

7215 CULEBRA RD · SAN ANTONIO, TX · 782511305

Phone

(210) 684-1054

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-07-08

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2E · Profit-sharing

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

2J · 401(k) feature

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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