Assets by plan
Share of aggregate retirement assets
83%top
Sponsor portfolio
MEMBERS TRUST OF THE SOUTHWEST FEDERAL CREDIT UNION
EIN 76-0647261bankingLatest filing 2025
Plans
2
Retirement
2
$12.7M assets
Welfare
0
Participants
52
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.7M assets / 52 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
MEMBERS TRUST OF THE SOUTHWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$10.5M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MEMBERS TRUST OF THE SOUTHWEST FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$2.1M
Participants39
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 | MEMBERS TRUST OF THE SOUTHWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $10.5M | 13 | 2025 | |
| 002 | MEMBERS TRUST OF THE SOUTHWEST FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401k | $2.1M | 39 | 2025 |
Retirement plans