Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#003)$22.2M
Filings through .
2 plans aggregated / $30.0M assets / 188 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | EVOLVE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $22.2M | 89 | 2025 |
| #002 | EVOLVE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $7.8M | 99 | 2025 |