PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NORSTATE FEDERAL CREDIT UNION
Sponsor portfolio

NORSTATE FEDERAL CREDIT UNION

EIN 01-0212445-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$20.9M assets
Welfare
0
Participants
163
78 FOX STREET - MADAWASKA, ME 047561352207-728-7555
Plans on this EIN
2 filings
#001TraditionalDB-$12.5M - 77 part#033401k-$8.4M - 86 part

Retirement portfolio analytics

2 plans aggregated / $20.9M assets / 163 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PLAN AND TRUST (#001)60%
  • CAPITAL ACCUMULATION PLAN (#033)40%
Total $20.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CAPITAL ACCUMULATION PLAN (#033)86
  • PLAN AND TRUST (#001)77
Total 163Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NORSTATE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$12.5M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#033

NORSTATE FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

401k

Assets$8.4M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NORSTATE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$12.5M772024
033NORSTATE FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN401k$8.4M862025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica