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CALIFORNIA CREDIT UNION LEAGUE — CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250605113327NAL0033179858001
CALIFORNIA CREDIT UNION LEAGUE
Form 5500-SF
FILING_RECEIVED
CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN
401(k) retirement plan
Active participants
30
Accounts w/ balance
56
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
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
CALIFORNIA CREDIT UNION LEAGUE
.
Find decision makers
Plan sponsor
Name
CALIFORNIA CREDIT UNION LEAGUE
EIN
94-0357265
Address
2855 EAST GUASTI ROAD SUITE 600 · ONTARIO, CA · 917611250
Phone
(909) 212-6000
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
033
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-05
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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NAVY FEDERAL CREDIT UNION
NAVY FEDERAL CREDIT UNION RETIREMENT PLAN FOR GERMAN USD PAID EMPLOYEES OF MILITARY BANKING
$14.0M · 62 participants
GULF WINDS CREDIT UNION
GULF WINDS CREDIT UNION 401K PLAN AND TRUST
$14.1M · 221 participants
CITY AND COUNTY 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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CITY AND COUNTY CREDIT UNION PENSION PLAN
$14.1M · 81 participants
WATER AND POWER COMMUNITY CREDIT UNION
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Large plans in California
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EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
