How big is IQ Credit Union's plan?

IQ Credit Union's plan reported $36.6M in assets and 344 participants for 2024.

Original filing (PDF)20250923112526NAL0006772640001

IQ Credit Union

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

Form 5500

FILING_RECEIVED

IQ Credit Union 401(k) Plan

401(k) retirement plan · IQ Credit Union's IQ Credit Union 401(k) Plan held $36.6M in plan assets for 344 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

344

Accounts w/ balance

448

Plan assets (EOY)

$36.6M

Net assets (EOY)

$36.6M

Plan identifiers

IQ Credit Union's EIN is 91-0576399.

EIN 91-0576399

Plan number 001

Plan year 2024

ACK ID 20250923112526NAL0006772640001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

IQ CREDIT UNION

EIN

all filings

Address

PO BOX 1739 · VANCOUVER, WA · 98668

Phone

(800) 247-4364

Industry

Finance & Insurance

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

2025-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$91K	—

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAMBRIDGE INVESTMENT RESEARCH, INC.	42-1445429	—	NONE	$44K	—

Investments

30 direct securities· $36.6M(100% of reported assets)

Mutual Funds

$26.6M

21 holdings

Common Collective Trusts

$4.0M

2 holdings

Other securities

$3.9M

5 holdings

Common Stocks

$2.0M

1 holding

Bonds / Notes

$33K

1 holding

					% of plan
American Funds 2030 Target Date Fund R6 Mutual Fund a	Mutual Funds	—	—	$4.3M	11.7%
American Funds 2045 Target Date Fund R6 Mutual Fund a	Mutual Funds	—	—	$3.9M	10.7%
Vanguard 500 Index Admiral Mutual Fund a	Common Collective Trusts	—	—	$3.6M	9.9%
American Funds 2050 Target Date Fund R6 Mutual Fund a	Mutual Funds	—	—	$2.6M	7.2%
American Century Ultrar R6 Mutual Fund a	Other securities	—	—	$2.6M	7.2%
American Funds 2035 Target Date Fund R6 Mutual Fund a	Mutual Funds	—	—	$2.5M	6.7%
American Funds 2055 Target Date Fund R6 Mutual Fund a	Mutual Funds	—	—	$2.4M	6.5%
Standard Insurance Company Group Annuity Contract a	Common Stocks	—	—	$2.0M	5.6%
American Funds 2040 Target Date Fund R6 Mutual Fund a	Mutual Funds	—	—	$2.0M	5.6%
American Funds 2025 Target Date Fund R6 Mutual Fund a	Mutual Funds	—	—	$1.8M	4.8%
American Funds 2060 Target Date Fund R6 Mutual Fund a	Mutual Funds	—	—	$1.4M	3.8%
American Funds 2020 Target Date Fund R6 Mutual Fund a	Mutual Funds	—	—	$987K	2.7%
Voya Intermediate Bond Fund Mutual Fund a	Other securities	—	—	$954K	2.6%
American Funds New Perspective R6 Mutual Fund a	Mutual Funds	—	—	$820K	2.2%
MFS International Diversification Fund Class R6 Mutual Fund a	Mutual Funds	—	—	$668K	1.8%
American Funds 2065 Target Date Fund R6 Mutual Fund a	Mutual Funds	—	—	$622K	1.7%
MFS Value R6 Mutual Fund a	Mutual Funds	—	—	$515K	1.4%
Vanguard Wellington Admiral Mutual Fund a	Mutual Funds	—	—	$457K	1.2%
Vanguard Explorer Adm Mutual Fund a	Mutual Funds	—	—	$440K	1.2%
MFS Mid Cap Value R6 Mutual Fund a	Mutual Funds	—	—	$422K	1.2%
Fidelity Small Cap Index Fund Mutual Fund a	Common Collective Trusts	—	—	$374K	1.0%
American Funds 2015 Target Date Fund R6 Mutual Fund a	Mutual Funds	—	—	$286K	0.8%
MFS Mid Cap Growth Mutual Fund a	Mutual Funds	—	—	$244K	0.7%
T. Rowe Price Mid-Cap Value Mutual Fund a	Other securities	—	—	$172K	0.5%
Janus Global Life Sciences I Mutual Fund a	Mutual Funds	—	—	$118K	0.3%
Columbia Mid Cap Index R5 Mutual Fund a	Other securities	—	—	$115K	0.3%
American Funds 2010 Target Date Fund R6 Mutual Fund a	Mutual Funds	—	—	$90K	0.2%
American Funds 2070 Target Date Fund R6 Mutual Fund a	Mutual Funds	—	—	$89K	0.2%
American Century Small Cap Value Mutual Fund a	Other securities	—	—	$70K	0.2%
Participant Loans 5.25% - 10.50% -	Bonds / Notes	—	—	$33K	<0.1%