Achieva Credit Union 401(k) Plan: Login, Facts & Contact Information

Achieva Credit Union 401(k) Plan Facts

Plan name
ACHIEVA CREDIT UNION 401(K) SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ACHIEVA CREDIT UNION
Participants
611 (499 active employees)
Former employees with a balance
98
Plan assets
$46,279,986 at Dec 31, 2024
Average account balance
$73,694 across 628 accounts
Employer contributions
$2,563,936 in plan year 2024 (46% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1989
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.54 million went into the plan in contributions, $2.56 million of it from the employer (46%).
  • $5.00 million was paid out to participants.
  • Investment and other income added $4.79 million.
  • Administrative expenses were $70,830, about $113 per account.

How the Achieva Credit Union 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019561$29.2 million$1.66 million$2.20 million
2020554$34.3 million$1.67 million$2.11 million
2021561$39.5 million$1.78 million$2.29 million
2022562$34.1 million$1.85 million$3.74 million
2023578$41.0 million$2.13 million$3.30 million
2024611$46.3 million$2.56 million$5.00 million

Achieva Credit Union 401(k) Contact Information

Phone
727-431-7351
Mailing address
PO BOX 1500, DUNEDIN FL 34697
Plan sponsor
ACHIEVA CREDIT UNION
Employer identification number (EIN)
59-0729366
Plan number
002

Questions about the Achieva Credit Union 401(k)

Does Achieva Credit Union contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.56 million, 46% of all contributions.

Does the Achieva Credit Union 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Achieva Credit Union 401(k) plan?

611 participants at the start of plan year 2024, 499 of them active employees, and 98 former employees who still had money in the plan.

What is the average 401(k) balance at Achieva Credit Union?

About $73,694 per account: $46.3 million in plan assets across 628 accounts with a balance at the end of plan year 2024.

Who manages the Achieva Credit Union 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Achieva Credit Union. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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