Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolioTH
CREDIT UNION OF ATLANTA
EIN 58-1097538financial servicesLatest filing 2024
Plans
2
Retirement
2
$709K assets
Welfare
0
Participants
85
670 METROPOLITAN PKWY SW - ATLANTA, GA 303102058404-658-6465cuatlanta.orgLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $709K assets / 85 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
CREDIT UNION OF ATLANTA MONEY PURCHASE PLAN AND TRUST
MoneyPurchase
Assets$418K
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CREDIT UNION OF ATLANTA 401(K) PLAN AND TRUST
401k
Assets$291K
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CREDIT UNION OF ATLANTA MONEY PURCHASE PLAN AND TRUST | MoneyPurchase | $418K | 53 | 2024 | |
| 002 | CREDIT UNION OF ATLANTA 401(K) PLAN AND TRUST | 401k | $291K | 32 | 2024 |
Retirement plans