· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
METRUM COMMUNITY CREDIT UNION — METRUM COMMUNITY CREDIT UNION 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250530154645NAL0015719760001
METRUM COMMUNITY CREDIT UNION
Form 5500-SF
FILING_RECEIVED
METRUM COMMUNITY CREDIT UNION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
15
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
METRUM COMMUNITY CREDIT UNION
.
Find decision makers
Plan sponsor
Name
METRUM COMMUNITY CREDIT UNION
EIN
84-6030822
Address
6980 SOUTH HOLLY CIRCLE · CENTENNIAL, CO · 801121018
Phone
(303) 770-4468
Industry
Finance & Insurance
see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
COOPERATIVA DE AHORRO Y CREDITO DE AGUADILLA
COOP DE AGUADILLA EMPLEADOS ADMINISTRATIVOS RETIREMENT PLAN
$1.2M · 42 participants
COOPERATIVA DE AHORRO Y CREDITO CARIBE COOP
COOPERATIVA DE AHORRO Y CREDITO CARIBE COOP SALARY DEFERRAL RETIREMENT PLAN 1081.01(D)
$1.2M · 27 participants
BROOKLINE MUNICIPAL CREDIT UNION
BROOKLINE MUNICIPAL CREDIT UNION 401(K) RETIREMENT PLAN
$1.2M · 4 participants
RADIUS FEDERAL CREDIT UNION
RADIUS FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
$1.2M · 10 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SALEM VA CREDIT UNION
SALEM VA MEDICAL CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
$1.2M · 27 participants
CHEROKEE STRIP CREDIT UNION
CHEROKEE STRIP CREDIT UNION 401(K) PLAN AND TRUST
$1.2M · 30 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
