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Sponsor portfolio

MY PENSACOLA FEDERAL CREDIT UNION

EIN 59-0739066-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$8.0M assets
Welfare
0
Participants
41
108 S REUS ST - PENSACOLA, FL 325025718850-432-9939
Plans on this EIN
2 filings
#001TraditionalDB-$6.4M - 16 part#002401k-$1.6M - 25 part

Retirement portfolio analytics

2 plans aggregated / $8.0M assets / 41 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PLAN AND TRUST (#001)80%
  • PLAN AND TRUST (#002)20%
Total $8.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)25
  • PLAN AND TRUST (#001)16
Total 41Click 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

MY PENSACOLA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$6.4M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

MY PENSACOLA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$1.6M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MY PENSACOLA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$6.4M162025
002MY PENSACOLA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$1.6M252025
Retirement plans
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