Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADVANCE FINANCIAL FEDERAL CREDIT UNION
EIN 35-0414955bankingLatest filing 2025
Plans
4
Retirement
4
$17.3M assets
Welfare
0
Participants
78
31 W US HIGHWAY 30 - SCHERERVILLE, IN 463752108219-392-3942advancefcu.orgLinkedIn11-50 employeesbanking
Retirement portfolio analytics
4 plans aggregated / $17.3M assets / 78 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
ADVANCE FINANCIAL FEDERAL CREDIT UNION EMPLOYEES DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$10.9M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ADVANCE FINANCIAL FEDERAL CREDIT UNION EES BARGAINING UNIT DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$3.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ADVANCE FINANCIAL FEDERAL CREDIT UNION EXEMPT SAVINGS PLAN
401k
Assets$2.3M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
ADVANCE FINANCIAL FEDERAL CREDIT UNION BARGAINING UNIT SAVINGS PLAN
401k
Assets$940K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADVANCE FINANCIAL FEDERAL CREDIT UNION EMPLOYEES DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $10.9M | 24 | 2025 | |
| 002 | ADVANCE FINANCIAL FEDERAL CREDIT UNION EES BARGAINING UNIT DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $3.1M | 11 | 2025 | |
| 003 | ADVANCE FINANCIAL FEDERAL CREDIT UNION EXEMPT SAVINGS PLAN | 401k | $2.3M | 22 | 2025 | |
| 004 | ADVANCE FINANCIAL FEDERAL CREDIT UNION BARGAINING UNIT SAVINGS PLAN | 401k | $940K | 21 | 2025 |
Retirement plans