Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
YORK EDUCATIONAL FEDERAL CREDIT UNION
EIN 23-1857535financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
7
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 7 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
YORK EDUCATIONAL FEDERAL CREDIT UNION RETIREMENT PENSION PLAN
TraditionalDB
Assets$1.2M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#033
YORK EDUCATIONAL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
401k
Assets$130K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | YORK EDUCATIONAL FEDERAL CREDIT UNION RETIREMENT PENSION PLAN | TraditionalDB | $1.2M | 1 | 2024 | |
| 033 | YORK EDUCATIONAL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN | 401k | $130K | 6 | 2025 |
Retirement plans