American Heritage Federal Credit Union 401(k) Plan: Login, Facts & Contact Information

American Heritage Federal Credit Union 401(k) Plan Facts

Plan name
AMERICAN HERITAGE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
AMERICAN HERITAGE FEDERAL CREDIT UNION
Participants
772 (625 active employees)
Former employees with a balance
143
Plan assets
$49,517,430 at Dec 31, 2024
Average account balance
$64,898 across 763 accounts
Employer contributions
$2,789,529 in plan year 2024 (51% of all contributions)
Recordkeeper
Cmfg Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1993
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 Aug 27, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.50 million went into the plan in contributions, $2.79 million of it from the employer (51%).
  • $2.12 million was paid out to participants.
  • Investment and other income added $5.43 million.
  • Administrative expenses were $121,483, about $159 per account.

How the American Heritage Federal Credit Union 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019685$25.4 million$1.50 million$951,670
2020712$31.2 million$1.90 million$1.85 million
2021752$37.1 million$2.37 million$2.98 million
2022752$33.4 million$2.58 million$3.08 million
2023743$40.8 million$2.69 million$3.42 million
2024772$49.5 million$2.79 million$2.12 million

American Heritage Federal Credit Union 401(k) Contact Information

Phone
215-969-0777
Mailing address
2060 RED LION ROAD, PHILADELPHIA PA 191151603
Plan sponsor
AMERICAN HERITAGE FEDERAL CREDIT UNION
Employer identification number (EIN)
23-1370526
Plan number
002

Questions about the American Heritage Federal Credit Union 401(k)

Does American Heritage Federal Credit Union contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.79 million, 51% of all contributions.

Does the American Heritage Federal Credit Union 401(k) have automatic enrollment?

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

How many people are in the American Heritage Federal Credit Union 401(k) plan?

772 participants at the start of plan year 2024, 625 of them active employees, and 143 former employees who still had money in the plan.

What is the average 401(k) balance at American Heritage Federal Credit Union?

About $64,898 per account: $49.5 million in plan assets across 763 accounts with a balance at the end of plan year 2024.

Who manages the American Heritage Federal Credit Union 401(k) accounts?

CMFG LIFE INSURANCE COMPANY is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with CMFG LIFE INSURANCE COMPANY 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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