Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$19.7M
- PLAN AND TRUST (#002)$10.6M
Filings through .
2 plans aggregated / $30.4M assets / 231 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TRONA VALLEY COMMUNITY FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | Cash balance | $19.7M | 127 | 2024 |
| #002 | TRONA VALLEY COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $10.6M | 104 | 2025 |