Addition Financial Credit Union Dba Addition Financial 401(k) Plan: Login, Facts & Contact Information
Addition Financial Credit Union Dba Addition Financial 401(k) Login
218 former Addition Financial Credit Union Dba Addition Financial employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Addition Financial Credit Union Dba Addition Financial 401(k) Plan Facts
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
- $3.66 million went into the plan in contributions, $1.48 million of it from the employer (40%).
- $4.76 million was paid out to participants.
- Investment and other income added $6.70 million.
- Administrative expenses were $34,669, about $53 per account.
How the Addition Financial Credit Union Dba Addition Financial 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 738 | $35.3 million | $1.20 million | $1.88 million |
| 2020 | 638 | $39.9 million | $1.35 million | $3.95 million |
| 2021 | 640 | $47.5 million | $1.35 million | $1.87 million |
| 2022 | 646 | $38.0 million | $1.26 million | $5.37 million |
| 2023 | 670 | $44.7 million | $1.41 million | $3.89 million |
| 2024 | 692 | $50.2 million | $1.48 million | $4.76 million |
Addition Financial Credit Union Dba Addition Financial 401(k) Contact Information
Questions about the Addition Financial Credit Union Dba Addition Financial 401(k)
Does Addition Financial Credit Union Dba Addition Financial contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.48 million, 40% of all contributions.
Does the Addition Financial Credit Union Dba Addition Financial 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Addition Financial Credit Union Dba Addition Financial 401(k) plan?
692 participants at the start of plan year 2024, 432 of them active employees, and 218 former employees who still had money in the plan.
What is the average 401(k) balance at Addition Financial Credit Union Dba Addition Financial?
About $77,396 per account: $50.2 million in plan assets across 649 accounts with a balance at the end of plan year 2024.
Who manages the Addition Financial Credit Union Dba Addition Financial 401(k) accounts?
The Standard (listed on the filing as STANCORP FINANCIAL GROUP) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Addition Financial Credit Union Dba Addition Financial. How do I access my 401(k)?
Your account stays with The Standard 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.