Original filing (PDF)20250929153948NAL0027162226001

HERITAGE USA COMMUNITY FEDERAL CREDIT UNION

Name: HERITAGE USA COMMUNITY FEDERAL CREDIT UNION — HERITAGE USA COMMUNITY FEDERAL CREDIT UNION EMPLOYEE RETIREMENT PLAN, Form 5500 (2024)
Creator: HERITAGE USA COMMUNITY FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

HERITAGE USA COMMUNITY FEDERAL CREDIT UNION EMPLOYEE RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$384K

Net assets (EOY)

$384K

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

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 HERITAGE USA COMMUNITY FEDERAL CREDIT UNION.

Plan sponsor

Name

HERITAGE USA COMMUNITY FEDERAL CREDIT UNION

EIN

75-0849231all filings

Address

5507 W. WADLEY AVE. · MIDLAND, TX · 79707

Phone

(432) 681-1050

Industry

Finance & Insurancesee all

Plan administrator