Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
XCEL FEDERAL CREDIT UNION
EIN 13-2559077bankingLatest filing 2025
Plans
2
Retirement
2
$17.9M assets
Welfare
0
Participants
80
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.9M assets / 80 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
XCEL FEDERAL CREDIT UNION RETIREMENT PENSION PLAN
TraditionalDB
Assets$13.9M
Participants36
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
XCEL FEDERAL CREDIT UNION EMPLOYEE'S SAFE 401(K) PLAN AND TRUST
401k
Assets$4.0M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | XCEL FEDERAL CREDIT UNION RETIREMENT PENSION PLAN | TraditionalDB | $13.9M | 36 | 2025 | |
| 003 | XCEL FEDERAL CREDIT UNION EMPLOYEE'S SAFE 401(K) PLAN AND TRUST | 401k | $4.0M | 44 | 2025 |
Retirement plans