Numark Credit Union 401(k) match, vesting and fees

Plan year 2025 filingNumark Credit Union 401(k) Plan and Trust · Plan 002 · EIN 36-6006909Updated Oct 2026

What Numark Credit Union's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $1.3M in employer contributions, about $6,050 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$106,803
Average account balance
217
Participants (end of year)
$23.1M
Plan assets (end of year)
0.33%
Admin expenses ÷ assets

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.

RecordkeeperCmfg Life Insurance CompanySchedule C ↗
Independent auditorSelden Fox (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.

Numark Credit Union: employer contribution per participant$6,050
Peer median$3,122
Numark Credit Union: average balance$106,803
Peer median$111,687
Numark Credit Union: admin expenses ÷ assets0.33%
Peer median0.20%

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 $17.1M at the end of plan year 2021 to $23.1M at the end of plan year 2025.

$17.1M2021$14.8M2022$16.7M2023$19.7M2024$23.1M2025
End-of-year figures from each plan year's Form 5500 filing for the Numark Credit Union plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025217$23.1M$1.3M$6,0500.33%Not publishedForm 5500 ↗
2024206$19.7M$1.2M$5,6310.32%Not publishedForm 5500 ↗
2023197$16.7M$1M$5,3220.31%Not publishedForm 5500 ↗
2022165$14.8M$809K$4,9020.30%Not publishedForm 5500 ↗
2021144$17.1M$789K$5,4760.56%Not publishedForm 5500 ↗

Common questions

Does Numark Credit Union match 401(k) contributions?

The match terms for the Numark Credit Union 401(k) Plan and Trust have not been published from its filing yet. The plan year 2025 filing reports $1.3M in employer contributions, about $6,050 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Numark Credit Union 401(k) match vested?

The vesting schedule for the Numark Credit Union 401(k) Plan and Trust is not in the data published so far. Your Summary Plan Description states it.

Who manages the Numark Credit Union 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Cmfg Life Insurance Company. The plan administrator is Numark Credit Union.

I left Numark Credit Union. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Numark Credit Union, (815) 729-3211) or the recordkeeper, Cmfg Life Insurance Company. The Numark Credit Union old 401(k) page lists the contacts from every plan filing. Find an old Numark Credit Union 401(k)

Data from the public Form 5500 annual reports Numark Credit Union 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 Numark Credit Union. Not financial advice. Report a correction · Methodology