Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolioTH
EDUCATION FIRST CREDIT UNION
EIN 31-4379753financial servicesLatest filing 2025
Plans
2
Retirement
2
$10.0M assets
Welfare
0
Participants
92
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.0M assets / 92 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
EDUCATION FIRST CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$6.9M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
EDUCATION FIRST CREDIT UNION 401(K) PLAN & TRUST
401k
Assets$3.2M
Participants46
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 | EDUCATION FIRST CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $6.9M | 46 | 2025 | |
| 002 | EDUCATION FIRST CREDIT UNION 401(K) PLAN & TRUST | 401k | $3.2M | 46 | 2025 |
Retirement plans