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Sponsor portfolioTH

MERITUS FEDERAL CREDIT UNION

EIN 72-0596030-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$8.1M assets
Welfare
0
Participants
102
515 GUILBEAU RD - LAFAYETTE, LA 70506337-989-0499
Plans on this EIN
2 filings
#001TraditionalDB-$5.8M - 26 part#002401k-$2.3M - 76 part

Retirement portfolio analytics

2 plans aggregated / $8.1M assets / 102 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PLAN AND TRUST (#001)72%
  • PLAN AND TRUST (#002)28%
Total $8.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)76
  • PLAN AND TRUST (#001)26
Total 102Click 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#001

MERITUS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$5.8M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

MERITUS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$2.3M
Participants76
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MERITUS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$5.8M262025
002MERITUS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$2.3M762025
Retirement plans
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