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  2. TRAX FEDERAL CREDIT UNION
Sponsor portfolioTH

TRAX FEDERAL CREDIT UNION

EIN 59-0626681-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$12.7M assets
Welfare
0
Participants
224
3710 N 50TH ST - TAMPA, FL 336191416813-800-8729
Plans on this EIN
2 filings
#022CashBalance-$8.0M - 115 part#033401k-$4.7M - 109 part

Retirement portfolio analytics

2 plans aggregated / $12.7M assets / 224 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • UNION RETIREMENT PENSION (#022)63%
  • CAPITAL ACCUMULATION PLAN (#033)37%
Total $12.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION RETIREMENT PENSION (#022)115
  • CAPITAL ACCUMULATION PLAN (#033)109
Total 224Click 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#022

TRAX FEDERAL CREDIT UNION RETIREMENT PENSION PLAN

CashBalance

Assets$8.0M
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#033

TRAX FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

401k

Assets$4.7M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
022TRAX FEDERAL CREDIT UNION RETIREMENT PENSION PLANCashBalance$8.0M1152024
033TRAX FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN401k$4.7M1092025
Retirement plans
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