How big is Intrepid Credit Union's plan?

Intrepid Credit Union's plan reported $4.2M in assets and 55 participants for 2024.

Original filing (PDF)20250813161437NAL0004969123001

Intrepid Credit Union

Name: Intrepid Credit Union — Intrepid Credit Union 401(k), Form 5500 (2024)
Creator: Intrepid Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Intrepid Credit Union 401(k) Plan and Trust

401(k) retirement plan · Intrepid Credit Union's Intrepid Credit Union 401(k) Plan and Trust held $4.2M in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Tim Schumacher signed Intrepid Credit Union's 2024 Form 5500 as plan administrator.

Tim Schumacher — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Intrepid Credit Union's EIN is 81-0232791.

EIN 81-0232791

Plan number 001

Plan year 2024

ACK ID 20250813161437NAL0004969123001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Intrepid Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Intrepid Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

INTREPID CREDIT UNION

EIN

all filings

Address

PO BOX 159 · HELENA, MT · 596240159

Phone

(406) 443-5400

Industry

Finance & Insurance

Plan administrator