Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolioTH
SHAREFAX CREDIT UNION INC.
EIN 31-0627742financial servicesLatest filing 2025
Plans
2
Retirement
2
$27.2M assets
Welfare
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 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#002
SHAREFAX CREDIT UNION INC. DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$20.2M
Participants96
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SHAREFAX CREDIT UNION 401(K) SAVINGS PLAN AND TRUST
401k
Assets$7.0M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SHAREFAX CREDIT UNION INC. DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $20.2M | 96 | 2025 | |
| 001 | SHAREFAX CREDIT UNION 401(K) SAVINGS PLAN AND TRUST | 401k | $7.0M | 90 | 2025 |
Retirement plans