Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$20.2M
Filings through .
Top hat
Sharefax Credit Union, Inc.
EIN 31-0627742financial servicesLatest filing 2025
Plans
2
Retirement
2
$27.2M assets
Health & Benefits
0
Participants
186
604 IVY GATEWAY - CINCINNATI, OH 45245513-753-2440sharefax.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $27.2M assets / 186 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SHAREFAX CREDIT UNION INC. DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$20.2M
Participants96
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SHAREFAX CREDIT UNION 401(K) SAVINGS PLAN AND TRUST
401(k)
Assets$7.0M
Participants90
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SHAREFAX CREDIT UNION INC. DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $20.2M | 96 | 2025 |
| #001 | SHAREFAX CREDIT UNION 401(K) SAVINGS PLAN AND TRUST | 401(k) | $7.0M | 90 | 2025 |
- #002 · Traditional DB · 202596
- #001 · 401(k) · 202590
Retirement plans