Assets by plan
Share of aggregate retirement assets
Filings through .
Heritage South Credit Union
EIN 63-0288900bankingLatest filing 2025
Plans
2
Retirement
2
$6.4M assets
Health & Benefits
0
Participants
115
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.4M assets / 115 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
HERITAGE SOUTH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$4.2M
Participants53
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
HERITAGE SOUTH CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$2.2M
Participants62
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 | HERITAGE SOUTH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $4.2M | 53 | 2024 |
| #002 | HERITAGE SOUTH CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $2.2M | 62 | 2025 |
- #001 · Traditional DB · 202453
- #002 · 401(k) · 202562
Retirement plans