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Sponsor portfolioTH

FIRST CAPITAL FEDERAL CREDIT UNION

EIN 23-1466903-banking-Latest filing 2025
Plans
2
Retirement
2
$12.9M assets
Welfare
0
Participants
154
1601 KENNETH ROAD - YORK, PA 174082228717-767-5551firstcapitalfcu.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#001TraditionalDB-$7.5M - 79 part#002401k-$5.4M - 75 part

Retirement portfolio analytics

2 plans aggregated / $12.9M assets / 154 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PLAN AND TRUST (#001)59%
  • PLAN AND TRUST (#002)41%
Total $12.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)79
  • PLAN AND TRUST (#002)75
Total 154Click 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

FIRST CAPITAL FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$7.5M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

FIRST CAPITAL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$5.4M
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FIRST CAPITAL FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$7.5M792024
002FIRST CAPITAL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$5.4M752025
Retirement plans
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