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Sponsor portfolioTH

CENTRICITY CREDIT UNION

EIN 41-0788273-banking-Latest filing 2025
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
92
4477 LAVAQUE RD - HERMANTOWN, MN 55811218-740-2279LinkedIn11-50 employeesbanking
Plans on this EIN
2 filings
#001401k-$4.7M - 86 part#002TraditionalDB-$1.5M - 6 part

Retirement portfolio analytics

2 plans aggregated / $6.1M assets / 92 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • CREDIT UNION 401(K) (#001)76%
  • PLAN AND TRUST (#002)24%
Total $6.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#001)86
  • PLAN AND TRUST (#002)6
Total 92Click 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

CENTRICITY CREDIT UNION 401(K) PLAN

401k

Assets$4.7M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CENTRICITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$1.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CENTRICITY CREDIT UNION 401(K) PLAN401k$4.7M862024
002CENTRICITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$1.5M62025
Retirement plans
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