Assets by plan
Share of aggregate retirement assets
87%top
Sponsor portfolio
THE HEALTH & EDUCATION FEDERAL CREDIT UNION
EIN 61-0566360bankingLatest filing 2025
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
27
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 27 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
THE HEALTH AND EDUCATION FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$4.2M
Participants14
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
THE HEALTH & EDUCATION FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$656K
Participants13
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 | THE HEALTH AND EDUCATION FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $4.2M | 14 | 2025 | |
| 002 | THE HEALTH & EDUCATION FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401k | $656K | 13 | 2025 |
Retirement plans