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Sponsor portfolioTH

TWIN RIVERS FEDERAL CREDIT UNION

EIN 16-0985101-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$711K assets
Welfare
0
Participants
15
23 PHILLIPS ST - MASSENA, NY 136622014315-764-0240twinriversfcu.orgLinkedIn1-10 employees
Plans on this EIN
2 filings
#033401k-$436K - 8 part#001MoneyPurchase-$275K - 7 part

Retirement portfolio analytics

2 plans aggregated / $711K assets / 15 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • CAPITAL ACCUMULATION PLAN (#033)61%
  • PLAN AND TRUST (#001)39%
Total $711KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CAPITAL ACCUMULATION PLAN (#033)8
  • PLAN AND TRUST (#001)7
Total 15Click 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#033

TWIN RIVERS FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

401k

Assets$436K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TWIN RIVERS FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST

MoneyPurchase

Assets$275K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
033TWIN RIVERS FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN401k$436K82025
001TWIN RIVERS FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUSTMoneyPurchase$275K72025
Retirement plans
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