Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Magnolia Federal Credit Union
EIN 64-0303657bankingLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Health & Benefits
0
Participants
112
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 112 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#002
MAGNOLIA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$2.6M
Participants54
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
MAGNOLIA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$2.2M
Participants58
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 |
|---|---|---|---|---|---|
| #002 | MAGNOLIA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $2.6M | 54 | 2025 |
| #001 | MAGNOLIA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $2.2M | 58 | 2024 |
- #002 · 401(k) · 202554
- #001 · Traditional DB · 202458
Retirement plans