Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFERSON CREDIT UNION
EIN 63-0390327bankingLatest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
38
5261 ROSS BRIDGE PKWY - HOOVER, AL 352265011205-444-4377jeffersoncreditunion.orgLinkedIn11-50 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 38 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
JEFFERSON CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
CashBalance
Assets$4.3M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFFERSON CREDIT UNION 401(K) PLAN
401k
Assets$284K
Participants17
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 | JEFFERSON CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | CashBalance | $4.3M | 21 | 2024 | |
| 002 | JEFFERSON CREDIT UNION 401(K) PLAN | 401k | $284K | 17 | 2024 |
Retirement plans