On Tap Credit Union 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: On Tap Credit Union
  • Sponsor EIN: 840442238
  • Sponsor Address: 816 WASHINGTON AVENUE, GOLDEN, CO, 80401
  • Plan Type: 401(k)
  • Total Participants: 68
  • Total Assets: $7.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202468$7.4M$232,609$430,599
202372$6.3M$198,812$370,277
202260$5.1M$187,797$267,909

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