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FIRST U.S. COMMUNITY CREDIT UNION — FIRST U. S. COMMUNITY CREDIT UNION RETIREMENT SAVINGS FUND, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241009104852NAL0019040401001
FIRST U.S. COMMUNITY CREDIT UNION
Form 5500-SF
FILING_RECEIVED
FIRST U. S. COMMUNITY CREDIT UNION RETIREMENT SAVINGS FUND
Defined-contribution retirement plan
Active participants
77
Accounts w/ balance
114
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
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
FIRST U.S. COMMUNITY CREDIT UNION
.
Find decision makers
Plan sponsor
Name
FIRST U.S. COMMUNITY CREDIT UNION
EIN
94-1019805
Address
580 UNIVERSITY AVENUE · SACRAMENTO, CA · 958256512
Phone
(916) 576-5700
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-09
Pension benefit codes
2C · Money purchase (other than target benefit)
2D · Offset of another plan
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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NOVATION 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.
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NOVATION CREDIT UNION 401(K) PLAN AND TRUST
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$5.4M · 50 participants
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