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Sponsor portfolioTH

COMMUNITY SOUTH CREDIT UNION

EIN 59-0968187-banking-Latest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
79
1044 US 90 - CHIPLEY, FL 32428850-638-8376communitysouth.netLinkedIn11-50 employeesbanking
Plans on this EIN
2 filings
#001TraditionalDB-$2.2M - 18 part#002401k-$1.2M - 61 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 79 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PLAN AND TRUST (#001)65%
  • CREDIT UNION 401(K) (#002)35%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#002)61
  • PLAN AND TRUST (#001)18
Total 79Click 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

COMMUNITY SOUTH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$2.2M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

COMMUNITY SOUTH CREDIT UNION 401(K) PLAN

401k

Assets$1.2M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY SOUTH CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$2.2M182024
002COMMUNITY SOUTH CREDIT UNION 401(K) PLAN401k$1.2M612025
Retirement plans
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