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Original filing (PDF)20251014140035NAL0004171968001
TECHNOLOGY CREDIT UNION
Form 5500
FILING_RECEIVED
TECHNOLOGY CREDIT UNION DEFERRED COMPENSATION 401(K) PLAN
401(k) retirement plan
Active participants
344
Accounts w/ balance
469
Plan assets (EOY)
$77.5M
Net assets (EOY)
$77.5M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECHNOLOGY CREDIT UNION.
Plan sponsor
Name
TECHNOLOGY CREDIT UNION
EIN
94-1651781
Address
PO BOX 1409 · SAN JOSE, CA · 951091409
Phone
(408) 441-4752
Industry
Finance & Insurancesee 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
2025-10-14
Pension benefit codes
3F · Sponsor used leased employees
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TURNER,WARREN, HWANG & CONRAD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
Investments
27 direct securities· $77.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INST INDEX | — | — | — | $13.3M | 17.2% | |
| J.P. MORGAN JPM LG CAP GROWTH R6 | — | — | — | $11.5M | 14.8% | |
| AMERICAN FUNDS AF TRGT DATE 2040 R6 | — | — | — | $5.3M | 6.8% | |
| J.P. MORGAN JPM MID CAP GRTH R6 | — | — | — | $4.7M | 6.1% | |
| AMERICAN FUNDS AF TRGT DATE 2030 R6 | — | — | — | $4.4M | 5.7% | |
| VANGUARD VANG VMMR-FED MMKT | — | — | — | $4.4M | 5.7% | |
| VANGUARD VANG MIDCAP IDX ADM | — | — | — | $4.2M | 5.4% | |
| MFS VALUE R6 | — | — | — | $3.2M | 4.1% | |
| AMERICAN FUNDS AF TRGT DATE 2045 R6 | — | — | — | $3.0M | 3.9% | |
| AMERICAN FUNDS AF TRGT DATE 2050 R6 | — | — | — | $3.0M | 3.9% | |
| MFS INTL DIVRSN R6 | — | — | — | $2.9M | 3.8% | |
| AMERICAN FUNDS AF TRGT DATE 2035 R6 | — | — | — | $2.8M | 3.6% | |
| VANGUARD VANG SM CAP IDX ADM | — | — | — | $2.3M | 3.0% | |
| DODGE & COX DODGE & COX INCOME X | — | — | — | $1.8M | 2.3% | |
| T. ROWE PRICE TRP NEW HORIZONS I | — | — | — | $1.8M | 2.3% | |
| AMERICAN FUNDS AF TRGT DATE 2055 R6 | — | — | — | $1.6M | 2.0% | |
| AMERICAN FUDNS AF TRGT DATE 2060 R6 | — | — | — | $1.5M | 2.0% | |
| AMERICAN FUNDS AF TRGT DATE 2025 R6 | — | — | — | $1.3M | 1.7% | |
| AMERICAN FUNDS AF TRGT DATE 2020 R6 | — | — | — | $1.0M | 1.3% | |
| VANGUARD VANG TOT BD MKT ADM | — | — | — | $967K | 1.2% | |
| Participant loans Interest at rates ranging from 4.25% to 9.50% -0- | — | — | — | $945K | 1.2% | |
| VANGUARD VANG TOT INTL STK AD | — | — | — | $423K | 0.5% | |
| ALLSPRING AS SPL SM CAP VAL R6 | — | — | — | $391K | 0.5% | |
| DIMENSIONAL FUND ADV. DFA INTL SMALL CO I | — | — | — | $330K | 0.4% | |
| AMERICAN FUNDS AF TRGT DATE 2010 R6 | — | — | — | $173K | 0.2% | |
| AMERICAN FUNDS AF TRGT DATE 2065 R6 | — | — | — | $98K | 0.1% | |
| FIDELITY MGMT TRUST CO. FID GOV CASH RESERVE | — | — | — | $10K | <0.1% |