PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MON VALLEY COMMUNITY FEDERAL CREDIT UNION
Sponsor portfolio

MON VALLEY COMMUNITY FEDERAL CREDIT UNION

EIN 25-0974253-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
27
PO BOX 189 - ALLENPORT, PA 15412724-326-5632LinkedIn11-50 employees
Plans on this EIN
2 filings
#001TraditionalDB-$3.7M - 12 part#002401k-$1.5M - 15 part

Retirement portfolio analytics

2 plans aggregated / $5.2M assets / 27 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PLAN AND TRUST (#001)72%
  • PLAN AND TRUST (#002)28%
Total $5.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)15
  • PLAN AND TRUST (#001)12
Total 27Click 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

MON VALLEY COMMUNITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$3.7M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MON VALLEY COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$1.5M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MON VALLEY COMMUNITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$3.7M122025
002MON VALLEY COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$1.5M152025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica