How big is GESA Credit Union's plan?

GESA Credit Union's plan reported $41.1M in assets and 831 participants for 2024.

Original filing (PDF)20250909154038NAL0042965810001

GESA Credit Union

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

Form 5500

FILING_RECEIVED

GESA Credit Union 401(k) Plan and Trust

401(k) retirement plan · GESA Credit Union's GESA Credit Union 401(k) Plan and Trust held $41.1M in plan assets for 831 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

831

Accounts w/ balance

949

Plan assets (EOY)

$41.1M

Net assets (EOY)

$41.1M

People on this filing

Calley Hagen signed GESA Credit Union's 2024 Form 5500 as plan administrator.

Calley Hagen — 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

GESA Credit Union's EIN is 91-0616262.

EIN 91-0616262

Plan number 002

Plan year 2024

ACK ID 20250909154038NAL0042965810001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

38 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

GESA CREDIT UNION

EIN

all filings

Address

51 GAGE BLVD · RICHLAND, WA · 993529700

Phone

(509) 946-1611

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-09

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$70K	—

Investments

38 direct securities· $41.1M(100% of reported assets)

Mutual Funds

$35.0M

28 holdings

Common Collective Trusts

$3.3M

2 holdings

Other securities

$1.8M

5 holdings

Bonds / Notes

$765K

1 holding

U.S. Treasuries

$154K

1 holding

Self-Directed Brokerage

$30K

1 holding

					% of plan
Fidelity Investments FID Freedom 2045 K6	Mutual Funds	—	—	$4.8M	11.8%
Fidelity Investments FID Freedom 2050 K6	Mutual Funds	—	—	$4.1M	10.0%
Fidelity Investments FID Freedom 2040 K6	Mutual Funds	—	—	$3.3M	8.1%
Fidelity Investments FID 500 Index	Common Collective Trusts	—	—	$3.2M	7.8%
Fidelity Investments FID Freedom 2030 K6	Mutual Funds	—	—	$2.9M	7.2%
Fidelity Investments FID Freedom 2055 K6	Mutual Funds	—	—	$2.8M	6.7%
Fidelity Investments FID Freedom 2060 K6	Mutual Funds	—	—	$2.6M	6.3%
Fidelity Investments FID Blue Chip GR K6	Mutual Funds	—	—	$2.5M	6.1%
Fidelity Investments FID Freedom 2035 K6	Mutual Funds	—	—	$2.4M	5.8%
Fidelity Investments FID Freedom 2025 K6	Mutual Funds	—	—	$1.7M	4.1%
Fidelity Investments FID Freedom 2020 K6	Mutual Funds	—	—	$1.6M	3.9%
Fidelity Investments FID Freedom 2065 K6	Mutual Funds	—	—	$1.1M	2.7%
T. Rowe Price Dividend Growth I	Other securities	—	—	$830K	2.0%
Participants Participant Loans Rates from 3.25% to 8.50% -	Bonds / Notes	—	—	$765K	1.9%
JPMorgan Equity Income FD - R6	Mutual Funds	—	—	$757K	1.8%
Fidelity Investments FID GOVT MMKT K6	Mutual Funds	—	—	$692K	1.7%
Fidelity Investments FID Small CAP GR K6	Mutual Funds	—	—	$623K	1.5%
Fidelity Investments FID GLB EX US Index	Mutual Funds	—	—	$540K	1.3%
Fidelity Investments Common Stock	Mutual Funds	—	—	$442K	1.1%
Fidelity Investments FID MId Cap Index	Mutual Funds	—	—	$433K	1.1%
Allspring Special Mid Cap Value R6	Other securities	—	—	$428K	1.0%
Fidelity Investments FID Total Bond K6	Mutual Funds	—	—	$325K	0.8%
Fidelity Investments FID INTL CAP APPR K6	Mutual Funds	—	—	$319K	0.8%
Fidelity Investments FID Sm Cap Index	Mutual Funds	—	—	$304K	0.7%
Janus Henderson Enterprise Fund Class N	Mutual Funds	—	—	$261K	0.6%
Fidelity Investments Cryptocurrency	Mutual Funds	—	—	$248K	0.6%
American Century American Century Small Cap Value R6	Other securities	—	—	$209K	0.5%
RBC Emerging Markets Equity Fund Class R6	Other securities	—	—	$204K	0.5%
JP Morgan Government Bonds R6	U.S. Treasuries	—	—	$154K	0.4%
Fidelity Investments FID Freedom 2015 K6	Mutual Funds	—	—	$128K	0.3%
Fidelity Investments FID US Bond IDX	Common Collective Trusts	—	—	$104K	0.3%
Cohen & Steers C&S Realty Shares Z	Other securities	—	—	$88K	0.2%
Fidelity Investments Cash	Mutual Funds	—	—	$66K	0.2%
Fidelity Investments FID INFL PR BD Index	Mutual Funds	—	—	$43K	0.1%
Self Directed Brokerage Account * Fidelity Investments Certificates of Deposit	Self-Directed Brokerage	—	—	$30K	<0.1%
Fidelity Investments FID Freedom INC K6	Mutual Funds	—	—	$15K	<0.1%
Fidelity Investments FID Freedom 2010 K6	Mutual Funds	—	—	$10K	<0.1%
Fidelity Investments FID Freedom 2070 K6	Mutual Funds	—	—	$5K	<0.1%