Original filing (PDF)20250918102604NAL0001606304001

WESTEX FEDERAL CREDIT UNION

Name: WESTEX FEDERAL CREDIT UNION — WESTEX FEDERAL CREDIT UNION RETIREMENT SAVINGS FUND, Form 5500 (2024)
Creator: WESTEX FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

WESTEX FEDERAL CREDIT UNION RETIREMENT SAVINGS FUND

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 WESTEX FEDERAL CREDIT UNION.

Plan sponsor

Name

WESTEX FEDERAL CREDIT UNION

EIN

75-0764068

Address

901 AVENUE Q · LUBBOCK, TX · 794012603

Phone

(806) 765-5701

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

011

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-18

Pension benefit codes

2C · Money purchase (other than target benefit)

2D · Offset of another plan

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CIRCLE FEDERAL CREDIT UNION

CIRCLE FCU 401(K) PLAN

$1.9M · 35 participants

NUPATH COMMUNITY CREDIT UNION

NUPATH COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

$1.9M · 7 participants

ACFCU FEDERAL CREDIT UNION

ACFCU 401(K) PLAN & TRUST

$1.9M · 81 participants

ADVANTAGE FINANCIAL FEDERAL CREDIT UNION

ADVANTAGE FINANCIAL FEDERAL CREDIT UNION 401(K) SAVINGS PLAN

$1.9M · 28 participants

DESERT VALLEYS FEDERAL CREDIT UNION

DESERT VALLEYS FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN