Original filing (PDF)20251008110206NAL0003217427001

SHELL WESTERN STATES FEDERAL CREDIT UNION

Name: SHELL WESTERN STATES FEDERAL CREDIT UNION — SHELL WESTERN STATES FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST, Form 5500 (2024)
Creator: SHELL WESTERN STATES FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

SHELL WESTERN STATES FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

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 SHELL WESTERN STATES FEDERAL CREDIT UNION.

Plan sponsor

Name

SHELL WESTERN STATES FEDERAL CREDIT UNION

EIN

94-1124651

Address

1700 PACHECO BLVD · MARTINEZ, CA · 94553

Phone

(925) 228-4545

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

2025-10-08

Pension benefit codes

1A · Pay-related DB formula

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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