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  2. OUACHITA VALLEY FEDERAL CREDIT UNIO
Sponsor portfolio

OUACHITA VALLEY FEDERAL CREDIT UNIO

EIN 72-0568100-banking-Latest filing 2025
Plans
2
Retirement
2
$15.4M assets
Welfare
0
Participants
193
1420 NATCHITOCHES STREET - WEST MONROE, LA 712923751318-387-4592ouachitavalleyfcu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002TraditionalDB-$13.1M - 75 part#003401k-$2.3M - 118 part

Retirement portfolio analytics

2 plans aggregated / $15.4M assets / 193 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • PLAN AND TRUST (#002)85%
  • PLAN AND TRUST (#003)15%
Total $15.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)118
  • PLAN AND TRUST (#002)75
Total 193Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

OUACHITA VALLEY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$13.1M
Participants75
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

OUACHITA VALLEY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$2.3M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OUACHITA VALLEY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$13.1M752024
003OUACHITA VALLEY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$2.3M1182025
Retirement plans
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