Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PROSPERA CREDIT UNION
EIN 39-0744917financial servicesLatest filing 2025
Plans
2
Retirement
2
$8.2M assets
Welfare
0
Participants
198
4830 N BALLARD RD - APPLETON, WI 549137732920-305-7812myprospera.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.2M assets / 198 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#033
PROSPERA CREDIT UNION CAPITAL ACCUMULATION PLAN
401k
Assets$5.2M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PROSPERA CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
CashBalance
Assets$3.1M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 033 | PROSPERA CREDIT UNION CAPITAL ACCUMULATION PLAN | 401k | $5.2M | 101 | 2025 | |
| 001 | PROSPERA CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | CashBalance | $3.1M | 97 | 2025 |
Retirement plans