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Sponsor portfolio

HARVESTERS CREDIT UNION

EIN 59-0650050-banking-Latest filing 2025
Plans
2
Retirement
2
$8.8M assets
Welfare
0
Participants
191
PO BOX 5 - CANTONMENT, FL 32533850-968-2233harvestersfcu.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#001TraditionalDB-$7.3M - 121 part#002401k-$1.5M - 70 part

Retirement portfolio analytics

2 plans aggregated / $8.8M assets / 191 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • DEFINED BENEFIT PLAN (#001)83%
  • PLAN AND TRUST (#002)17%
Total $8.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
83%top
  • AMERICAN UNITED LIFE INSURANCE CO83%
  • (Not disclosed)17%
Total $8.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)121
  • PLAN AND TRUST (#002)70
Total 191Click 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

HARVESTERS CREDIT UNION DEFINED BENEFIT PLAN

TraditionalDB

Assets$7.3M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HARVESTERS CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$1.5M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HARVESTERS CREDIT UNION DEFINED BENEFIT PLANTraditionalDB$7.3M1212025
002HARVESTERS CREDIT UNION 401(K) PLAN AND TRUST401k$1.5M702025
Retirement plans
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