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Sponsor portfolioTH

ACCESS FEDERAL CREDIT UNION

EIN 15-6017605-banking-Latest filing 2025
Plans
2
Retirement
2
$8.0M assets
Welfare
0
Participants
111
PO BOX 8 - SHERRILL, NY 134610008315-693-2002LinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#022CashBalance-$4.7M - 53 part#033401k-$3.3M - 58 part

Retirement portfolio analytics

2 plans aggregated / $8.0M assets / 111 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • UNION RETIREMENT PENSION (#022)59%
  • CAPITAL ACCUMULATION PLAN (#033)41%
Total $8.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CAPITAL ACCUMULATION PLAN (#033)58
  • UNION RETIREMENT PENSION (#022)53
Total 111Click 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#022

ACCESS FEDERAL CREDIT UNION RETIREMENT PENSION PLAN

CashBalance

Assets$4.7M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#033

ACCESS FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

401k

Assets$3.3M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
022ACCESS FEDERAL CREDIT UNION RETIREMENT PENSION PLANCashBalance$4.7M532024
033ACCESS FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN401k$3.3M582025
Retirement plans
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