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Sponsor portfolio

MEMBERS FIRST CREDIT UNION

EIN 74-1142836-financial services-Latest filing 2024
Plans
2
Retirement
2
$9.8M assets
Welfare
0
Participants
105
5444 S STAPLES STREET - CORPUS CHRISTI, TX 78411361-991-6178m1st.orgLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filings
#002TraditionalDB-$7.3M - 59 part#001401k-$2.5M - 46 part

Retirement portfolio analytics

2 plans aggregated / $9.8M assets / 105 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • CREDIT UNION PENSION (#002)75%
  • AND RETIREMENT PLAN (#001)25%
Total $9.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION PENSION (#002)59
  • AND RETIREMENT PLAN (#001)46
Total 105Click 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

MEMBERS FIRST CREDIT UNION PENSION PLAN

TraditionalDB

Assets$7.3M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

MEMBERS FIRST CREDIT UNION THRIFT AND RETIREMENT PLAN

401k

Assets$2.5M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MEMBERS FIRST CREDIT UNION PENSION PLANTraditionalDB$7.3M592024
001MEMBERS FIRST CREDIT UNION THRIFT AND RETIREMENT PLAN401k$2.5M462024
Retirement plans
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