Original filing (PDF)20250612184152NAL0048547122001

GREATER VALLEY CREDIT UNION

Name: GREATER VALLEY CREDIT UNION — GREATER VALLEY CREDIT UNION MONEY PURCHASE PLAN AND TRUST, Form 5500 (2024)
Creator: GREATER VALLEY CREDIT UNION

Form 5500-SF

FILING_RECEIVED

GREATER VALLEY CREDIT UNION MONEY PURCHASE PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREATER VALLEY CREDIT UNION.

Plan sponsor

Name

GREATER VALLEY CREDIT UNION

EIN

94-0362027

Address

PO BOX 12681 · FRESNO, CA · 937782681

Phone

(559) 233-0867

Industry

Finance & Insurancesee all

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

2025-06-12

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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