PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. 1ST STREET CREDIT UNION
Sponsor portfolio

1ST STREET CREDIT UNION

EIN 59-0965738-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$379K assets
Welfare
0
Participants
9
1558 1ST ST - SARASOTA, FL 342368502941-953-67441streetcu.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001MoneyPurchase-$332K - 4 part#002401k-$48K - 5 part

Retirement portfolio analytics

2 plans aggregated / $379K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PLAN AND TRUST (#001)87%
  • PLAN AND TRUST (#002)13%
Total $379KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)5
  • PLAN AND TRUST (#001)4
Total 9Click 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

1ST STREET CREDIT UNION MONEY PURCHASE PLAN AND TRUST

MoneyPurchase

Assets$332K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

1ST STREET CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$48K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
0011ST STREET CREDIT UNION MONEY PURCHASE PLAN AND TRUSTMoneyPurchase$332K42024
0021ST STREET CREDIT UNION 401(K) PLAN AND TRUST401k$48K52024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica