Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
HELLO CREDIT UNION
EIN 59-0690964bankingLatest filing 2025
Plans
2
Retirement
2
$8.4M assets
Welfare
0
Participants
68
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.4M assets / 68 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
HELLO CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$5.1M
Participants25
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
HELLO CREDIT UNION 401(K) PLAN
401k
Assets$3.3M
Participants43
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 | HELLO CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $5.1M | 25 | 2024 | |
| 003 | HELLO CREDIT UNION 401(K) PLAN | 401k | $3.3M | 43 | 2025 |
Retirement plans