· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OLIVE VIEW FEDERAL CREDIT UNION — OLIVE VIEW EMPLOYEES FEDERAL CREDIT UNION PENSION TRUST, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250603154925NAL0007732115001
OLIVE VIEW FEDERAL CREDIT UNION
Form 5500-SF
FILING_RECEIVED
OLIVE VIEW EMPLOYEES FEDERAL CREDIT UNION PENSION TRUST
401(k) retirement plan
Active participants
4
Accounts w/ balance
13
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
OLIVE VIEW FEDERAL CREDIT UNION
.
Find decision makers
Plan sponsor
Name
OLIVE VIEW FEDERAL CREDIT UNION
EIN
95-1653044
Address
14445 OLIVE VIEW DR · BUILDING O-1 · SYLMAR, CA · 913421437
Phone
(818) 367-1057
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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
Related plans
Similar-size Finance & Insurance plans
BREWER FEDERAL CREDIT UNION
BREWER FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN & TRUST
$1.2M · 21 participants
NSP CREDIT UNION
NSP CREDIT UNION 401(K) PLAN
$1.2M · 7 participants
HARVESTERS CREDIT UNION
HARVESTERS CREDIT UNION 401(K) PLAN AND TRUST
$1.2M · 73 participants
DIAMOND FEDERAL CREDIT UNION
DIAMOND FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
$1.2M · 7 participants
SYRACUSE COOPERATIVE FEDERAL CREDIT UNION
SYRACUSE COOPERATIVE FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
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.
$1.2M · 28 participants
FIREFIGHTERS CREDIT UNION
FIREFIGHTERS CREDIT UNION 401(K) PLAN AND TRUST
$1.2M · 7 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
