· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROLLING F CREDIT UNION — ROLLING F CREDIT UNION CAPITAL ACCUMULATION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251002123616NAL0000336499001
ROLLING F CREDIT UNION
Form 5500-SF
FILING_RECEIVED
ROLLING F CREDIT UNION CAPITAL ACCUMULATION PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
14
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
ROLLING F CREDIT UNION
.
Find decision makers
Plan sponsor
Name
ROLLING F CREDIT UNION
EIN
94-1568464
Address
2101 GEER ROAD SUITE 401 · TURLOCK, CA · 953822471
Phone
(209) 634-2911
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
011
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
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
GREEN COUNTRY FEDERAL CREDIT UNION
GREEN COUNTRY FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN
$1.2M · 23 participants
TOTAL CHOICE FEDERAL CREDIT UNION
TOTAL CHOICE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
$1.2M · 14 participants
FAITH CONNECTION FEDERAL CREDIT UNION
FAITH CONNECTION FEDERAL CREDIT UNION BASIC 401(K) PLAN AND TRUST
$1.2M · 11 participants
USSCO FEDERAL CREDIT UNION
USSCO FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN
$1.2M · 33 participants
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.
CHEROKEE STRIP CREDIT UNION
CHEROKEE STRIP CREDIT UNION 401(K) PLAN AND TRUST
$1.2M · 30 participants
FIRST CLASS COMMUNITY CREDIT UNION
FIRST CLASS COMMUNITY CREDIT UNION 401(K) PLAN
$1.2M · 19 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
