Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
KSW Federal Credit Union
EIN 01-0232408bankingLatest filing 2025
Plans
2
Retirement
2
$5.1M assets
Health & Benefits
0
Participants
48
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 48 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
KSW FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$4.0M
Participants27
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
KSW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$1.1M
Participants21
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KSW FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $4.0M | 27 | 2025 |
| #002 | KSW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $1.1M | 21 | 2025 |
- #001 · Traditional DB · 202527
- #002 · 401(k) · 202521
Retirement plans