Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NAHEOLA CREDIT UNION
EIN 63-0416876bankingLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
66
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 66 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#033
NAHEOLA CREDIT UNION CAPITAL ACCUMULATION PLAN
401k
Assets$2.3M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NAHEOLA CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$1.4M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 033 | NAHEOLA CREDIT UNION CAPITAL ACCUMULATION PLAN | 401k | $2.3M | 32 | 2025 | |
| 001 | NAHEOLA CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $1.4M | 34 | 2025 |
Retirement plans