Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$19.4M
Filings through .
Top hat
Class Act Federal Credit Union
EIN 61-0549795financial servicesLatest filing 2025
Plans
2
Retirement
2
$25.0M assets
Health & Benefits
0
Participants
129
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $25.0M assets / 129 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CLASS ACT FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$19.4M
Participants44
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CLASS ACT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$5.6M
Participants85
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CLASS ACT FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $19.4M | 44 | 2025 |
| #002 | CLASS ACT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $5.6M | 85 | 2025 |
- #001 · Traditional DB · 202544
- #002 · 401(k) · 202585
Retirement plans