Truity Credit Union 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Truity Credit Union
  • Sponsor EIN: 730561962
  • Sponsor Address: 501 S. JOHNSTONE AVE., BARTLESVILLE, OK, 74003
  • Plan Type: 401(k)
  • Plan Number: 501
  • Total Participants: 222
  • Total Assets: $0

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024222$0$0$0
2023215$0$0$0
2022213$0$0$0

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