Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$10.9M
Filings through .
Advance Financial Federal Credit Union
EIN 35-0414955bankingLatest filing 2025
Plans
4
Retirement
4
$17.3M assets
Health & Benefits
0
Participants
78
Retirement portfolio analytics
4 plans aggregated / $17.3M assets / 78 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ADVANCE FINANCIAL FEDERAL CREDIT UNION EMPLOYEES DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$10.9M
Participants24
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ADVANCE FINANCIAL FEDERAL CREDIT UNION EES BARGAINING UNIT DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$3.1M
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
ADVANCE FINANCIAL FEDERAL CREDIT UNION EXEMPT SAVINGS PLAN
401(k)
Assets$2.3M
Participants22
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
ADVANCE FINANCIAL FEDERAL CREDIT UNION BARGAINING UNIT SAVINGS PLAN
401(k)
Assets$940K
Participants21
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ADVANCE FINANCIAL FEDERAL CREDIT UNION EMPLOYEES DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $10.9M | 24 | 2025 |
| #002 | ADVANCE FINANCIAL FEDERAL CREDIT UNION EES BARGAINING UNIT DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $3.1M | 11 | 2025 |
| #003 | ADVANCE FINANCIAL FEDERAL CREDIT UNION EXEMPT SAVINGS PLAN | 401(k) | $2.3M | 22 | 2025 |
| #004 | ADVANCE FINANCIAL FEDERAL CREDIT UNION BARGAINING UNIT SAVINGS PLAN | 401(k) | $940K | 21 | 2025 |
- #001 · Traditional DB · 202524
- #002 · Traditional DB · 202511
- #003 · 401(k) · 202522
- #004 · 401(k) · 202521
Retirement plans