· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CENTRAL STATE CREDIT UNION — CENTRAL STATE CREDIT UNION 401(K) SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250828155326NAL0005673651001
CENTRAL STATE CREDIT UNION
Form 5500-SF
FILING_RECEIVED
CENTRAL STATE CREDIT UNION 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
64
Accounts w/ balance
70
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
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
CENTRAL STATE CREDIT UNION
.
Find decision makers
Plan sponsor
Name
CENTRAL STATE CREDIT UNION
EIN
94-0362029
Address
919 N. CENTER STREET · STOCKTON, CA · 95202
Phone
(916) 755-0183
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
2025-08-28
Pension benefit codes
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
JEFFERSON CREDIT UNION
JEFFERSON CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
$4.3M · 11 participants
JERSEY SHORE FEDERAL CREDIT UNION
JERSEY SHORE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
$4.3M · 57 participants
CITIZENS COMMUNITY CREDIT UNION
CITIZENS COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN
$4.3M · 53 participants
WESTERN DIVISION FEDERAL CREDIT UNION
WESTERN DIVISION FEDERAL CREDIT UNION 401(K) PLAN
$4.3M · 27 participants
DEXTA 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.
DEXSTA FEDERAL CREDIT UNION MONEY PURCHASE PLAN
$4.3M · 52 participants
FIRST PRIORITY CREDIT UNION
FIRST PRIORITY CREDIT UNION 401(K) PLAN
$4.3M · 22 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$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
