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Original filing (PDF)20260212105608NAL0000044162001
TRONA VALLEY COMMUNITY FEDERAL CREDIT UNION
Form 5500
FILING_RECEIVED
TRONA VALLEY COMMUNITY FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
Defined-benefit pension plan
Signals · 1
Late filing · 2.9 mo
Active participants
69
Accounts w/ balance
—
Plan assets (EOY)
$19.7M
Net assets (EOY)
$19.7M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
88
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.9 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRONA VALLEY COMMUNITY FEDERAL CREDIT UNION.
Plan sponsor
Name
TRONA VALLEY COMMUNITY FEDERAL CREDIT UNION
EIN
83-0204001
Address
840 HITCHING POST DR · GREEN RIVER, WY · 82935
Phone
(307) 875-9800
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
2026-02-12
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
SINGERLEWAK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $6K | — |
| MEMBERS CAPITAL ADVISORS, INC. | 42-0388260 | — | NONE | $1K | — |
Investments
19 direct securities· $18.8M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity US Bond Index Institutional Premium Registered investment company | — | — | $2.3M | $2.2M | 11.3% | |
| Fidelity Large Cap Value Index Institutional Premium Registered investment company | — | — | $1.7M | $1.9M | 9.7% | |
| Fidelity 500 Index Institutional Premium Registered investment company | — | — | $1.5M | $1.8M | 9.2% | |
| Baird Aggregate Bond Institutional Registered investment company | — | — | $1.5M | $1.5M | 7.6% | |
| Fidelity Large Cap Growth Index Institutional Premium Registered investment company | — | — | $1.1M | $1.5M | 7.5% | |
| Dodge & Cox Income Class Index Registered investment company | — | — | $1.1M | $1.1M | 5.7% | |
| Fidelity Mid Cap Index Institutional Premium Registered investment company | — | — | $855K | $985K | 5.0% | |
| Columbia Emerging Markest Bond Fund Institutional 2 Registered investment company | — | — | $932K | $950K | 4.8% | |
| Federated Hermes Total Return Bond Registered investment company | — | — | $951K | $938K | 4.7% | |
| Fidelity Emerging Markets Index Institutional Premium Registered investment company | — | — | $883K | $936K | 4.7% | |
| Hartford Total Return Bond R6 Registered investment company | — | — | $963K | $930K | 4.7% | |
| Fidelity International Index Institutional Premium Registered investment company | — | — | $863K | $880K | 4.5% | |
| Vanguard High-Yield Corporate Admiral Registered investment company | — | — | $763K | $771K | 3.9% | |
| CMFG Stable Value Account Funds held in insurance company general account | — | — | $683K | $721K | 3.6% | |
| JPMorgan International Focus R6 Registered investment company | — | — | $704K | $713K | 3.6% | |
| Cohen & Steers Institutional Realty Shares Registered investment company | — | — | $521K | $544K | 2.8% | |
| DFA US Small Cap Index Registered investment company | — | — | $170K | $194K | 1.0% | |
| MFS Blended Research Small Cap Equity Fund R6 Registered investment company | — | — | $189K | $190K | 1.0% | |
| TCW MetWest Total Return Bond Index Registered investment company | — | — | $3K | $3K | <0.1% |