· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CONSOLIDATED FEDERAL CREDIT UNION — CONSOLIDATED FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250210141352NAL0009165827001
CONSOLIDATED FEDERAL CREDIT UNION
Form 5500-SF
FILING_RECEIVED
CONSOLIDATED FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
65
Accounts w/ balance
89
Plan assets (EOY)
$20.3M
Net assets (EOY)
$20.3M
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
CONSOLIDATED FEDERAL CREDIT UNION
.
Find decision makers
Plan sponsor
Name
CONSOLIDATED FEDERAL CREDIT UNION
EIN
93-0460086
Address
1033 NE 6TH AVE. · PORTLAND, OR · 97232
Phone
(503) 238-5897
Industry
Finance & Insurance
see all
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
2025-02-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
POLISH NATIONAL CREDIT UNION
POLISH NATIONAL CREDIT UNION 401(K) RETIREMENT PLAN AND TRUST
$20.3M · 120 participants
NEIGHBORS FEDERAL CREDIT UNION
NEIGHBORS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
$20.3M · 217 participants
SIERRA CENTRAL CREDIT UNION
SIERRA CENTRAL CREDIT UNION 401(K) RETIREMENT PLAN
$20.4M · 223 participants
DESERET FIRST FEDERAL CREDIT UNION
DESERET FIRST FEDERAL CREDIT UNION 401K PLAN
$20.4M · 209 participants
EASTERN CORPORATE FEDERAL CREDIT UNION
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
EASTERN CORPORATE FEDERAL CREDIT UNION 401(K) PLAN
$20.6M · 65 participants
LBS FINANCIAL CREDIT UNION
LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN
$20.1M · 251 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
