Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolioTH
INVESTEX CREDIT UNION
EIN 74-1325622Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$19.0M assets
Welfare
0
Participants
138
8404 FM 1960 BYPASS RD W - HOUSTON, TX 773384012281-449-0109
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.0M assets / 138 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
INVESTEX CREDIT UNION DEFINED BENEFIT PLAN
TraditionalDB
Assets$13.2M
Participants70
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
INVESTEX CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$5.8M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | INVESTEX CREDIT UNION DEFINED BENEFIT PLAN | TraditionalDB | $13.2M | 70 | 2025 | |
| 002 | INVESTEX CREDIT UNION 401(K) PLAN AND TRUST | 401k | $5.8M | 68 | 2025 |
Retirement plans