Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
SCOTT & WHITE EMPLOYEES CREDIT UNION
EIN 74-6056100bankingLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
26
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 26 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#001
SCOTT & WHITE EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$2.2M
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SCOTT & WHITE EMPLOYEES CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$536K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SCOTT & WHITE EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $2.2M | 15 | 2024 | |
| 002 | SCOTT & WHITE EMPLOYEES CREDIT UNION 401(K) PLAN AND TRUST | 401k | $536K | 11 | 2025 |
Retirement plans