Compass Credit Union 401(k) Plan and Trust
Compass Credit Union, Sparta MI. Employer ID 381678297, plan number 002. Annual reports on file for 2009 to 2025.
Where the money went
Plans that moved money into this one:
- 2018: money from Newaygo County Service Employees Credit Union Profit Sharing Plan and Trust moved in.
- 2018: money from Retirement Plan for Michigan Credit Union Employees 401(k) Savings Plan moved in.
- Filed 2009-2025Compass Credit Union 401(k) Plan and Trust, Compass Credit Union
- 2025Assets transferred to Alera Pooled Employer Plan
- TodayAlera Pooled Employer Plan still files. Stancorp Finacial Group keeps the records. That is where to ask.
Records are kept by Stancorp Finacial Group, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2013: The plan's money at the start of the year didn't match the end of the year before, so some money may have moved in or out without being reported.
- 2025: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2014 | 10 | — | Filing |
| 2015 | 14 | — | Filing |
| 2016 | 12 | — | Filing |
| 2017 | 10 | — | Filing |
| 2018 | 23 | — | Filing |
| 2019 | 25 | — | Filing |
| 2020 | 19 | — | Filing |
| 2021 | 17 | — | Filing |
| 2022 | 21 | — | Filing |
| 2023 | 25 | — | Filing |
| 2024 | 27 | — | Filing |
| 2025 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.