Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolioTH
TALERIS CREDIT UNION INC
EIN 34-0153040financial servicesLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
40
C/O PATHWAYS FINANCIAL CU,, 5665 N HAMILTON RD - COLUMBUS, OH 43230216-739-2337taleriscu.orgLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 40 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
TALERIS CREDIT UNION INC. 401(K) PLAN AND TRUST
401k
Assets$1.7M
Participants23
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
TALERIS CREDIT UNION INC DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$1.5M
Participants17
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 | TALERIS CREDIT UNION INC. 401(K) PLAN AND TRUST | 401k | $1.7M | 23 | 2024 | |
| 001 | TALERIS CREDIT UNION INC DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $1.5M | 17 | 2024 |
Retirement plans