Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UTICA DISTRICT TELEPHONE EMPLOYEES FEDERAL CREDIT UNION
EIN 15-0614262Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
11
2812 GENESEE STREET - UTICA, NY 135026118315-724-5133
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 11 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#033
UTICA DISTRICT TELEPHONE EMPLOYEES FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
401k
Assets$807K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
UTICA DISTRICT TELEPHONE EFCU DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$723K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 033 | UTICA DISTRICT TELEPHONE EMPLOYEES FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN | 401k | $807K | 9 | 2025 | |
| 001 | UTICA DISTRICT TELEPHONE EFCU DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $723K | 2 | 2024 |
Retirement plans