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

Credit Union Southern California 401(k) Plan Facts

Plan name
CREDIT UNION OF SOUTHERN CALIFORNIA 401(K) PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CREDIT UNION OF SOUTHERN CALIFORNIA
Participants
506 (429 active employees)
Former employees with a balance
99
Plan assets
$55,169,269 at Dec 31, 2024
Average account balance
$107,333 across 514 accounts
Employer contributions
$1,181,295 in plan year 2024 (23% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1985
✓ 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 1, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.16 million went into the plan in contributions, $1.18 million of it from the employer (23%).
  • $2.42 million was paid out to participants.
  • Investment and other income added $6.81 million.
  • Administrative expenses were $158,191, about $308 per account.

How the Credit Union Southern California 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019379$34.8 million$1.25 million$2.61 million
2020416$38.9 million$1.45 million$3.65 million
2021417$43.2 million$1.17 million$5.09 million
2022430$37.9 million$1.63 million$3.15 million
2023462$45.8 million$1.77 million$3.18 million
2024506$55.2 million$1.18 million$2.42 million

Credit Union Southern California 401(k) Contact Information

Phone
714-482-2400
Mailing address
8101 E KAISER BLVD, SUITE 300, ANAHEIM CA 92808
Plan sponsor
CREDIT UNION OF SOUTHERN CALIFORNIA
Employer identification number (EIN)
95-1818041
Plan number
002

Questions about the Credit Union Southern California 401(k)

Does Credit Union Southern California contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.18 million, 23% of all contributions.

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

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

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

506 participants at the start of plan year 2024, 429 of them active employees, and 99 former employees who still had money in the plan.

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

About $107,333 per account: $55.2 million in plan assets across 514 accounts with a balance at the end of plan year 2024.

Who manages the Credit Union Southern California 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Fidelity NetBenefits 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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