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VISION ONE CREDIT UNION — VISION ONE CREDIT UNION CAPITAL ACCUMULATION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250814161213NAL0011976272001
VISION ONE CREDIT UNION
Form 5500-SF
FILING_RECEIVED
VISION ONE CREDIT UNION CAPITAL ACCUMULATION PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
15
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
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
VISION ONE CREDIT UNION
.
Find decision makers
Plan sponsor
Name
VISION ONE CREDIT UNION
EIN
94-1433814
Address
3279 RAMOS CIRCLE · SACRAMENTO, CA · 958272500
Phone
(916) 363-4293
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
033
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
NORTH GEORGIA CREDIT UNION
NORTH GEORGIA CREDIT UNION CAPITAL ACCUMULATION PLAN
$4.5M · 35 participants
FIRSTENERGY FAMILY CREDIT UNION, INC.
FIRSTENERGY FAMILY CREDIT UNION, INC. 401(K) PLAN AND TRUST
$4.5M · 5 participants
STRATA FEDERAL CREDIT UNION
STRATA FEDERAL CREDIT UNION 401K PLAN
$4.5M · 66 participants
CHROME FEDERAL CREDIT UNION
CHROME FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
$4.5M · 42 participants
AUTOTRUCK FINANCIAL 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
AUTOTRUCK FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST
$4.5M · 46 participants
360 FEDERAL CREDIT UNION
360 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
$4.5M · 64 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
