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

Truwest Credit Union 401(k) Plan Facts

Plan name
TRUWEST 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
TRUWEST CREDIT UNION
Participants
341 (269 active employees)
Former employees with a balance
58
Plan assets
$39,072,560 at Dec 31, 2024
Average account balance
$118,762 across 329 accounts
Employer contributions
$1,524,437 in plan year 2024 (43% of all contributions)
Recordkeeper
Sentinel Benefits Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2003
✓ 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 Jul 21, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.52 million went into the plan in contributions, $1.52 million of it from the employer (43%).
  • $3.82 million was paid out to participants.
  • Investment and other income added $5.01 million.
  • Administrative expenses were $8,900, about $27 per account.

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

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019311$23.3 million$1.15 million$1.97 million
2020315$27.5 million$1.20 million$1.57 million
2021321$32.0 million$1.35 million$2.81 million
2022332$28.3 million$1.39 million$2.63 million
2023339$34.4 million$1.54 million$2.22 million
2024341$39.1 million$1.52 million$3.82 million

Truwest Credit Union 401(k) Contact Information

Phone
602-629-2063
Mailing address
2190 E. ELLIOT ROAD, SUITE 310, TEMPE AZ 85284
Plan sponsor
TRUWEST CREDIT UNION
Employer identification number (EIN)
86-6050959
Plan number
001

Questions about the Truwest Credit Union 401(k)

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

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.52 million, 43% of all contributions.

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

Yes. The plan reports automatic enrollment of eligible employees.

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

341 participants at the start of plan year 2024, 269 of them active employees, and 58 former employees who still had money in the plan.

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

About $118,762 per account: $39.1 million in plan assets across 329 accounts with a balance at the end of plan year 2024.

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

SENTINEL BENEFITS GROUP, INC. is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with SENTINEL BENEFITS GROUP, INC. 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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