Original filing (PDF)20250923114431NAL0006302577001

FINANCIAL SECURITY CREDIT UNION

Name: FINANCIAL SECURITY CREDIT UNION — FINANCIAL SECURITY CREDIT UNION 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: FINANCIAL SECURITY CREDIT UNION

Form 5500-SF

FILING_RECEIVED

FINANCIAL SECURITY CREDIT UNION 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FINANCIAL SECURITY CREDIT UNION.

Plan sponsor

Name

FINANCIAL SECURITY CREDIT UNION

EIN

85-0161080

Address

1105 W PIERCE ST · CARLSBAD, NM · 882204014

Phone

(575) 887-6030

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2025-09-23

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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