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Original filing (PDF)20250730130441NAL0004756881001
EECU
Form 5500
FILING_RECEIVED
EECU 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
344
Accounts w/ balance
446
Plan assets (EOY)
$48.3M
Net assets (EOY)
$48.3M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Standard Insurance Company Stable Asset Fund, at contract value" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EECU.
Plan sponsor
Name
EECU
EIN
75-0275915
Address
1617 WEST SEVENTH STREET · FORT WORTH, TX · 76102
Phone
(817) 882-0205
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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | NONE | $66K | — |
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $54K | — |
Investments
22 direct securities · 1 pooled fund· $83.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$48.3M
22 holdings
Pooled Separate Account
$35.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $35.4M | 73.2% | |
| Standard Insurance Company Stable Asset Fund, at contract value | — | — | — | $12.6M | 26.0% | |
| Standard Insurance Company JP Morgan Large Cap Growth R6 | — | — | — | $5.6M | 11.5% | |
| Standard Insurance Company JPMorgan US Equity Institution | — | — | — | $3.9M | 8.1% | |
| Standard Insurance Company Fidelity International Index | — | — | — | $3.4M | 7.0% | |
| Standard Insurance Company Fidelity ADV Total Bond I | — | — | — | $2.9M | 6.0% | |
| Standard Insurance Company T. Rowe Price Mid-Cap Growth I | — | — | — | $2.8M | 5.9% | |
| Standard Insurance Company MPS Value R6 | — | — | — | $2.6M | 5.4% | |
| Standard Insurance Company Fidelity Mid Cap Index | — | — | — | $2.5M | 5.3% | |
| Standard Insurance Company Vanguard Explorer Admiral | — | — | — | $2.2M | 4.5% | |
| Standard Insurance Company Vanguard Wellington Admiral | — | — | — | $2.1M | 4.3% | |
| Standard Insurance Company Fidelity 500 Index | — | — | — | $2.0M | 4.1% | |
| Standard Insurance Company MFS Mid-Cap Value R6 | — | — | — | $1.3M | 2.8% | |
| Standard Insurance Company JPMorgan Mid-Cap Growth R5 | — | — | — | $859K | 1.8% | |
| Standard Insurance Company T. Rowe Price Health Sciences | — | — | — | $772K | 1.6% | |
| Standard Insurance Company Vanguard Intermediate-Term Treasury Admiral | — | — | — | $596K | 1.2% | |
| Standard Insurance Company Wells Fargo Special Mid-Cap Value Institutional | — | — | — | $389K | 0.8% | |
| Standard Insurance Company DFA US Targeted Value I | — | — | — | $389K | 0.8% | |
| Notes Receivable from Participants Loans to participants, interest rates ranging from 3.25% - 8.50% with various maturities | — | — | — | $351K | 0.7% | |
| Standard Insurance Company JPMorgan Equity Income R6 | — | — | — | $324K | 0.7% | |
| Standard Insurance Company DFA US Small-Cap I | — | — | — | $301K | 0.6% | |
| Standard Insurance Company Hartford International Opportunity Y | — | — | — | $209K | 0.4% | |
| Standard Insurance Company Fidelity Small Cap Index | — | — | — | $182K | 0.4% |
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