How big is CU Anytime, LLC's plan?

CU Anytime, LLC's plan reported $3.8M in assets and 38 participants for 2024.

Original filing (PDF)20250516142802NAL0014117331001

CU Anytime, LLC

Name: CU Anytime, LLC — CU Anytime, LLC 401(k) Profit, Form 5500 (2024)
Creator: CU Anytime, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CU Anytime, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · CU Anytime, LLC's CU Anytime, LLC 401(k) Profit Sharing Plan held $3.8M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Rachel Ryan signed CU Anytime, LLC's 2024 Form 5500 as plan administrator.

Rachel Ryan — Plan Administrator — Form 5500 signer
Meredith Brown — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CU Anytime, LLC's EIN is 74-2814060.

EIN 74-2814060

Plan number 001

Plan year 2024

ACK ID 20250516142802NAL0014117331001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CU Anytime, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CU Anytime, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CU ANYTIME, LLC.

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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

Vendor & structure

100

Helping the score