Original filing (PDF)20250903180123NAL0026375600001

INVESTEX CREDIT UNION

Name: INVESTEX CREDIT UNION — INVESTEX CREDIT UNION DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: INVESTEX CREDIT UNION

Form 5500-SF

FILING_RECEIVED

INVESTEX CREDIT UNION DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$11.7M

Net assets (EOY)

$11.7M

Plan health score

100

/ 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INVESTEX CREDIT UNION.

Plan sponsor

Name

INVESTEX CREDIT UNION

EIN

74-1325622

Address

8404 FM 1960 BYPASS RD W · HUMBLE, TX · 77338

Phone

(281) 506-1227

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-03

Pension benefit codes

1A · Pay-related DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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