Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$10.7M
Filings through .
Top hat
Guadalupe Credit Union
EIN 85-0153938financial servicesLatest filing 2025
Plans
2
Retirement
2
$14.7M assets
Health & Benefits
0
Participants
217
2019 GALISTEO STREET SUITE K-1 - SANTA FE, NM 87505505-982-8942LinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.7M assets / 217 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
GUADALUPE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$10.7M
Participants107
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
GUADALUPE CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$4.0M
Participants110
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GUADALUPE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $10.7M | 107 | 2024 |
| #002 | GUADALUPE CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $4.0M | 110 | 2025 |
- #001 · Traditional DB · 2024107
- #002 · 401(k) · 2025110
Retirement plans