Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COOPERS CAVE FEDERAL CREDIT UNION
EIN 14-1464162Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$667K assets
Welfare
0
Participants
13
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $667K assets / 13 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
COOPERS CAVE FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST
MoneyPurchase
Assets$440K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#033
COOPERS CAVE FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
401k
Assets$227K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COOPERS CAVE FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST | MoneyPurchase | $440K | 8 | 2024 | |
| 033 | COOPERS CAVE FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN | 401k | $227K | 5 | 2024 |
Retirement plans