Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
HERITAGE SOUTH CREDIT UNION
EIN 63-0288900bankingLatest filing 2025
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
115
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.4M assets / 115 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
HERITAGE SOUTH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$4.2M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HERITAGE SOUTH CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$2.2M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE SOUTH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $4.2M | 53 | 2024 | |
| 002 | HERITAGE SOUTH CREDIT UNION 401(K) PLAN AND TRUST | 401k | $2.2M | 62 | 2025 |
Retirement plans