· 2022–2024 · DOL EFAST2

SAN ANGELO FEDERAL CREDIT UNION — SAN ANGELO FEDERAL CREDIT UNION 401(K) PLAN AND TRUST, Form 5500 (2024)

Original filing (PDF)20250611144214NAL0046270594001

SAN ANGELO FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

SAN ANGELO FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

10

Accounts w/ balance

11

Plan assets (EOY)

$663K

Net assets (EOY)

$663K

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

81

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAN ANGELO FEDERAL CREDIT UNION.

Plan sponsor

Name

SAN ANGELO FEDERAL CREDIT UNION

EIN

75-0807969all filings

Address

235 W 1ST ST · SAN ANGELO, TX · 769035704

Phone

(325) 653-8320

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

2025-06-11

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2J · 401(k) feature

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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