Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolioTH
CORE CREDIT UNION
EIN 58-6220616bankingLatest filing 2025
Plans
2
Retirement
2
$8.1M assets
Welfare
0
Participants
93
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.1M assets / 93 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#002
CORE CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$5.9M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
CORE CREDIT UNION MONEY PURCHASE PLAN AND TRUST
MoneyPurchase
Assets$2.1M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CORE CREDIT UNION 401(K) PLAN AND TRUST | 401k | $5.9M | 44 | 2025 | |
| 003 | CORE CREDIT UNION MONEY PURCHASE PLAN AND TRUST | MoneyPurchase | $2.1M | 49 | 2024 |
Retirement plans
Welfare plans