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  2. KSW FEDERAL CREDIT UNION
Sponsor portfolioTH

KSW FEDERAL CREDIT UNION

EIN 01-0232408-banking-Latest filing 2025
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
48
222 COLLEGE AVE - WATERVILLE, ME 049016226207-872-5602kswfcu.orgLinkedIn11-50 employeesbanking
Plans on this EIN
2 filings
#001TraditionalDB-$4.0M - 27 part#002401k-$1.1M - 21 part

Retirement portfolio analytics

2 plans aggregated / $5.1M assets / 48 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PLAN AND TRUST (#001)78%
  • PLAN AND TRUST (#002)22%
Total $5.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)27
  • PLAN AND TRUST (#002)21
Total 48Click 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

KSW FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$4.0M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

KSW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$1.1M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KSW FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$4.0M272025
002KSW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$1.1M212025
Retirement plans
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