Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAL-COM FEDERAL CREDIT UNION
EIN 74-6106168bankingLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
85
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 85 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
CAL-COM FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$5.0M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#033
CAL-COM FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
401k
Assets$1.8M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAL-COM FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $5.0M | 49 | 2025 | |
| 033 | CAL-COM FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN | 401k | $1.8M | 36 | 2025 |
Retirement plans