How big is Connection Credit Union's plan?

Connection Credit Union's plan reported $2.0M in assets and 16 participants for 2024.

Original filing (PDF)20250730113440NAL0002305139001

Connection Credit Union

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

Form 5500-SF

FILING_RECEIVED

Connection Credit Union 401(k) Plan and Trust

401(k) retirement plan · Connection Credit Union's Connection Credit Union 401(k) Plan and Trust held $2.0M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

John Ansay signed Connection Credit Union's 2024 Form 5500 as plan administrator.

John Ansay — 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

Connection Credit Union's EIN is 91-0722603.

EIN 91-0722603

Plan number 002

Plan year 2024

ACK ID 20250730113440NAL0002305139001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score