Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Alatrust Credit Union
EIN 63-0021787bankingLatest filing 2025
Plans
2
Retirement
2
$15.3M assets
Health & Benefits
0
Participants
100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.3M assets / 100 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
ALATRUST CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Retirement plan
Assets$8.4M
Participants63
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ALATRUST CREDIT UNION EMPLOYEES SAVINGS TRUST
401(k)
Assets$6.9M
Participants37
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 | ALATRUST CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | - | $8.4M | 63 | 2025 |
| #002 | ALATRUST CREDIT UNION EMPLOYEES SAVINGS TRUST | 401(k) | $6.9M | 37 | 2025 |
- #001 · 202563
- #002 · 401(k) · 202537
Retirement plans