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Sponsor portfolio

BROTHERHOOD CREDIT UNION

EIN 04-1126132-banking-Latest filing 2025
Plans
2
Retirement
2
$10.0M assets
Welfare
0
Participants
58
75 MARKET STREET - LYNN, MA 019011111781-598-5555brotherhoodcu.orgLinkedIn11-50 employeesbanking
Plans on this EIN
2 filings
#001MoneyPurchase-$9.6M - 34 part#002401k-$401K - 24 part

Retirement portfolio analytics

2 plans aggregated / $10.0M assets / 58 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • MONEY PURCHASE PLAN (#001)96%
  • PLAN AND TRUST (#002)4%
Total $10.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PLAN (#001)34
  • PLAN AND TRUST (#002)24
Total 58Click 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

BROTHERHOOD CREDIT UNION MONEY PURCHASE PLAN

MoneyPurchase

Assets$9.6M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BROTHERHOOD CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$401K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BROTHERHOOD CREDIT UNION MONEY PURCHASE PLANMoneyPurchase$9.6M342025
002BROTHERHOOD CREDIT UNION 401(K) PLAN AND TRUST401k$401K242025
Retirement plans
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