Assets by plan
Share of aggregate retirement assets
99%top
Sponsor portfolioTH
B-M S FEDERAL CREDIT UNION
EIN 22-1591031financial servicesLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
16
1 SQUIBB DR - NEW BRUNSWICK, NJ 089011588732-227-6700bmsfcu.orgLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 16 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
B-M S FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$6.6M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
B-M S FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$91K
Participants7
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 | B-M S FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $6.6M | 9 | 2024 | |
| 002 | B-M S FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401k | $91K | 7 | 2025 |
Retirement plans