Assets by plan
Share of aggregate retirement assets
84%top
Sponsor portfolio
SUCCESS FEDERAL CREDIT UNION
EIN 71-0325029Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$13.0M assets
Welfare
0
Participants
79
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.0M assets / 79 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
SUCCESS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$10.9M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SUCCESS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$2.1M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUCCESS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $10.9M | 36 | 2025 | |
| 002 | SUCCESS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401k | $2.1M | 43 | 2025 |
Retirement plans