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Original filing (PDF)20230510161736NAL0017365491001
FIRST CITY CREDIT UNION
Form 5500
FILING_RECEIVED
FIRST CITY CREDIT UNION 401K PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
8 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST CITY CREDIT UNION.
Plan sponsor
Name
FIRST CITY CREDIT UNION
EIN
95-1679662
Address
P.O. BOX 93727 · PASADENA, CA · 911093727
Phone
(213) 482-3477
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-07-25
Filed
2023-05-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TURNER, WARREN, HWANG & CONRAD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $2K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TURNER, WARREN, HWANG & CONTRAD AC | 95-4083485 | — | ACCOUNTANT | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH INC | 42-1445429 | — | OTHER SERVICES | $0 | — |
| ACTUARIAL BENEFITS CORP | 20-1054428 | — | OTHER SERVICES | $0 | — |
Investments
8 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN MIDCAP SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | $0 | — |
| PRIN LGCAP S&P 500 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127920 / PN 016 | Pooled Separate Account | $0 | — |
| PRIN SMCAP S&P 600 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127920 / PN 028 | Pooled Separate Account | $0 | — |
| PRIN SMALLCAP GROWTH I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127920 / PN 070 | Pooled Separate Account | $0 | — |
| PRIN REAL ESTATE SECS SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127920 / PN 095 | Pooled Separate Account | $0 | — |
| PRIN SMALLCAP SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127920 / PN 029 | Pooled Separate Account | $0 | — |
| PRIN MIDCAP S&P 400 INDX SA-R PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127920 / PN 023 | Pooled Separate Account | $0 | — |
| PRIN INTL EQUITY INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | $0 | — |