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Sponsor portfolioTH

SOLIDARITY COMMUNITY FEDERAL CREDIT UNION

EIN 35-0997583-banking-Latest filing 2025
Plans
3
Retirement
3
$27.2M assets
Welfare
0
Participants
121
201 E SOUTHWAY BLVD, 201 E SOUTHWAY BLVD - KOKOMO, IN 469023677765-453-4020solfcu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$21.0M - 51 part#002401k-$4.4M - 25 part#003401k-$1.7M - 45 part

Retirement portfolio analytics

3 plans aggregated / $27.2M assets / 121 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PLAN AND TRUST (#001)77%
  • PLAN AND TRUST (#002)16%
  • PLAN AND TRUST (#003)6%
Total $27.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)51
  • PLAN AND TRUST (#003)45
  • PLAN AND TRUST (#002)25
Total 121Click 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

SOLIDARITY COMMUNITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$21.0M
Participants51
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

SOLIDARITY COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$4.4M
Participants25
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

SOLIDARITY COMMUNITY FEDERAL CREDIT UNION 401(K) UNION PLAN AND TRUST

401k

Assets$1.7M
Participants45
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001SOLIDARITY COMMUNITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$21.0M512025
002SOLIDARITY COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$4.4M252025
003SOLIDARITY COMMUNITY FEDERAL CREDIT UNION 401(K) UNION PLAN AND TRUST401k$1.7M452025
Retirement plans
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