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  2. HOPEWELL FEDERAL CREDIT UNION
Sponsor portfolioTH

HOPEWELL FEDERAL CREDIT UNION

EIN 31-6043248-financial services-Latest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
64
P.O. BOX 2157 - HEATH, OH 43056740-522-8311hopewellfcu.orgLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filings
#001TraditionalDB-$2.5M - 16 part#002401k-$1.0M - 48 part

Retirement portfolio analytics

2 plans aggregated / $3.5M assets / 64 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • UNION RETIREMENT PENSION (#001)71%
  • PLAN AND TRUST (#002)29%
Total $3.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)48
  • UNION RETIREMENT PENSION (#001)16
Total 64Click 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

HOPEWELL FEDERAL CREDIT UNION RETIREMENT PENSION PLAN

TraditionalDB

Assets$2.5M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

HOPEWELL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$1.0M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HOPEWELL FEDERAL CREDIT UNION RETIREMENT PENSION PLANTraditionalDB$2.5M162025
002HOPEWELL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$1.0M482025
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