How big is Greater Valley Credit Union's plan?

Greater Valley Credit Union's plan reported $1.5M in assets and 3 participants for 2024.

Original filing (PDF)20250714131910NAL0001766944001

Greater Valley Credit Union

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

Form 5500-SF

FILING_RECEIVED

Greater Valley Credit Union 401(k) Plan and Trust

401(k) retirement plan · Greater Valley Credit Union's Greater Valley Credit Union 401(k) Plan and Trust held $1.5M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Joseph Yamuni signed Greater Valley Credit Union's 2024 Form 5500 as plan administrator.

Joseph Yamuni — 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

Greater Valley Credit Union's EIN is 94-0362027.

EIN 94-0362027

Plan number 002

Plan year 2024

ACK ID 20250714131910NAL0001766944001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Greater Valley Credit Union's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREATER VALLEY 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

GREATER VALLEY CREDIT UNION

EIN

all filings

Address

PO BOX 12681 · FRESNO, CA · 937782681

Phone

(559) 233-0867

Industry

Finance & Insurance

Plan administrator