Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$10.5M
Filings through .
Top hat
Westerly Community Credit Union
EIN 05-0255222bankingLatest filing 2025
Plans
2
Retirement
2
$17.1M assets
Health & Benefits
0
Participants
154
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.1M assets / 154 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#002
WESTERLY COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$10.5M
Participants98
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
WESTERLY COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$6.6M
Participants56
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 |
|---|---|---|---|---|---|
| #002 | WESTERLY COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $10.5M | 98 | 2025 |
| #001 | WESTERLY COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $6.6M | 56 | 2025 |
- #002 · 401(k) · 202598
- #001 · Traditional DB · 202556
Retirement plans