Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolioTH
HERITAGE VALLEY FEDERAL CREDIT UNION
EIN 23-6277336Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
99
PO BOX 3617 - YORK, PA 17402717-840-4981
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M assets / 99 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
HERITAGE VALLEY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
CashBalance
Assets$4.4M
Participants67
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
HERITAGE VALLEY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$2.1M
Participants32
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 | HERITAGE VALLEY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | CashBalance | $4.4M | 67 | 2025 | |
| 002 | HERITAGE VALLEY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401k | $2.1M | 32 | 2025 |
Retirement plans