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Sponsor portfolio

JACKSON COUNTY 1ST CREDIT UNION

EIN 59-0994379-investment management-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
30
PO BOX 954 - MARIANNA, FL 32447850-526-4470jacksoncountyteacherscu.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filings
#001TraditionalDB-$1.0M - 15 part#002401k-$557K - 15 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PLAN AND TRUST (#001)65%
  • PLAN AND TRUST (#002)35%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)15
  • PLAN AND TRUST (#002)15
Total 30Click 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

JACKSON COUNTY 1ST CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$1.0M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

JACKSON COUNTY TEACHERS CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$557K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JACKSON COUNTY 1ST CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$1.0M152025
002JACKSON COUNTY TEACHERS CREDIT UNION 401(K) PLAN AND TRUST401k$557K152025
Retirement plans
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