Credit Union National Association, Inc DBA America's Credit Unions 401(k) match, vesting and fees
What Credit Union National Association, Inc DBA America's Credit Unions' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Credit Union National Association, Inc DBA America's Credit Unions: employer contribution per participant | $8,604 | |
| Peer median | $3,122 |
| Credit Union National Association, Inc DBA America's Credit Unions: average balance | $453,731 | |
| Peer median | $111,687 |
| Credit Union National Association, Inc DBA America's Credit Unions: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $112M at the end of plan year 2022 to $150M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 331 | $150M | $2.8M | $8,604 | 0.02% | Not published | Form 5500 ↗ |
| 2024 | 445 | $147M | $2.6M | $5,981 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 464 | $127M | $2.5M | $5,453 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 469 | $112M | $632K | $1,353 | 0.03% | Not published | Form 5500 ↗ |
Other Credit Union National Association, Inc DBA America's Credit Unions plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
America'S Credit Unions 401(k) Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Credit Union National Association Inc. Retirement Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Cmfg Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Credit Union National Association, Inc DBA America's Credit Unions match 401(k) contributions?
The match terms for the America'S Credit Unions 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $2.8M in employer contributions, about $8,604 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Credit Union National Association, Inc DBA America's Credit Unions 401(k) match vested?
The vesting schedule for the America'S Credit Unions 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Credit Union National Association, Inc DBA America's Credit Unions 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Credit Union National Association, Inc DBA America'S Credit Unions.
I left Credit Union National Association, Inc DBA America's Credit Unions. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Credit Union National Association, Inc DBA America'S Credit Unions, (608) 231-4428) or the recordkeeper, Principal Life Insurance Company. The Credit Union National Association, Inc DBA America's Credit Unions old 401(k) page lists the contacts from every plan filing. Find an old Credit Union National Association, Inc DBA America's Credit Unions 401(k)
Data from the public Form 5500 annual reports Credit Union National Association, Inc DBA America's Credit Unions filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Credit Union National Association, Inc DBA America's Credit Unions. Not financial advice. Report a correction · Methodology