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Sponsor portfolio

FORGE FEDERAL CREDIT UNION

EIN 23-1453075-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
11
1402 BYWOOD AVENUE - UPPER DARBY, PA 190823720610-352-2000LinkedIn1-10 employees
Plans on this EIN
2 filings
#001TraditionalDB-$1.0M - 8 part#002401k-$634K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • UNION RETIREMENT PENSION (#001)61%
  • CREDIT UNION 401(K) (#002)39%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION RETIREMENT PENSION (#001)8
  • CREDIT UNION 401(K) (#002)3
Total 11Click 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#001

FORGE FEDERAL CREDIT UNION RETIREMENT PENSION PLAN

TraditionalDB

Assets$1.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

FORGE FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$634K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FORGE FEDERAL CREDIT UNION RETIREMENT PENSION PLANTraditionalDB$1.0M82024
002FORGE FEDERAL CREDIT UNION 401(K) PLAN401k$634K32025
Retirement plans
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