Original filing (PDF)20250601094334NAL0009534353001

DALLAS U.P. EMPLOYEES CREDIT UNION

Name: DALLAS U.P. EMPLOYEES CREDIT UNION — DALLAS U.P. EMPLOYEES CREDIT UNION BASIC 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: DALLAS U.P. EMPLOYEES CREDIT UNION

Form 5500-SF

FILING_RECEIVED

DALLAS U.P. EMPLOYEES CREDIT UNION BASIC 401(K) PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$545K

Net assets (EOY)

$545K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DALLAS U.P. EMPLOYEES CREDIT UNION.

Plan sponsor

Name

DALLAS U.P. EMPLOYEES CREDIT UNION

EIN

75-1042040

Address

PO BOX 41025 · DALLAS, TX · 752410025

Phone

(214) 371-5611

Industry

Finance & Insurancesee all

Plan administrator