South Bay Credit Union Defined Benefit Plan and Trust
Defined-benefit pension plan · South Bay Credit Union's South Bay Credit Union Defined Benefit Plan and Trust held $857K in plan assets for 6 participants in 2024.
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$857K
Net assets (EOY)
$857K
Plan health score
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
75
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTH BAY CREDIT UNION.
