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Sponsor portfolioTH

ALLEGIUS FEDERAL CREDIT UNION

EIN 35-1142187-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$13.4M assets
Welfare
0
Participants
85
244 ALLEGIUS DR - BURNS HARBOR, IN 46304219-787-8049
Plans on this EIN
2 filings
#001TraditionalDB-$11.8M - 41 part#002401k-$1.6M - 44 part

Retirement portfolio analytics

2 plans aggregated / $13.4M assets / 85 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PLAN AND TRUST (#001)88%
  • CREDIT UNION 401(K) (#002)12%
Total $13.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#002)44
  • PLAN AND TRUST (#001)41
Total 85Click 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

ALLEGIUS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$11.8M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

ALLEGIUS FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$1.6M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALLEGIUS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$11.8M412025
002ALLEGIUS FEDERAL CREDIT UNION 401(K) PLAN401k$1.6M442025
Retirement plans
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