Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$10.9M
Filings through .
Success Federal Credit Union
EIN 71-0325029Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$13.0M assets
Health & Benefits
0
Participants
79
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.0M assets / 79 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#001
SUCCESS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$10.9M
Participants36
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SUCCESS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$2.1M
Participants43
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 |
|---|---|---|---|---|---|
| #001 | SUCCESS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $10.9M | 36 | 2025 |
| #002 | SUCCESS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $2.1M | 43 | 2025 |
- #001 · Traditional DB · 202536
- #002 · 401(k) · 202543
Retirement plans