Assets by plan
Share of aggregate retirement assets
78%top
Sponsor portfolioTH
CLASS ACT FEDERAL CREDIT UNION
EIN 61-0549795financial servicesLatest filing 2025
Plans
2
Retirement
2
$25.0M assets
Welfare
0
Participants
129
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $25.0M assets / 129 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
CLASS ACT FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$19.4M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CLASS ACT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$5.6M
Participants85
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 | CLASS ACT FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $19.4M | 44 | 2025 | |
| 002 | CLASS ACT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401k | $5.6M | 85 | 2025 |
Retirement plans