Assets by plan
Share of aggregate retirement assets
84%top
Sponsor portfolioTH
MUTUAL SAVINGS CREDIT UNION
EIN 63-0148940financial servicesLatest filing 2025
Plans
2
Retirement
2
$8.3M assets
Welfare
0
Participants
91
2040 VALLEYDALE RD. - BIRMINGHAM, AL 35244205-682-1100mutualsavings.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.3M assets / 91 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#002
MUTUAL SAVINGS CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$7.0M
Participants75
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MUTUAL SAVINGS CREDIT UNION DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MUTUAL SAVINGS CREDIT UNION 401(K) PLAN AND TRUST | 401k | $7.0M | 75 | 2025 | |
| 001 | MUTUAL SAVINGS CREDIT UNION DEFINED BENEFIT PLAN | TraditionalDB | $1.3M | 16 | 2024 |
Retirement plans