Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
SPIRIT OF AMERICA FEDERAL CREDIT UNION
EIN 47-0385701financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
16
PO BOX 5556 - LINCOLN, NE 685050556402-467-1102spiritofamericafcu.orgLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 16 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#001
SPIRIT OF AMERICA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$1.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SPIRIT OF AMERICA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$709K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPIRIT OF AMERICA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $1.7M | 8 | 2024 | |
| 002 | SPIRIT OF AMERICA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401k | $709K | 8 | 2025 |
Retirement plans