Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolioTH
GUADALUPE CREDIT UNION
EIN 85-0153938financial servicesLatest filing 2024
Plans
2
Retirement
2
$13.9M assets
Welfare
0
Participants
215
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.9M assets / 215 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
GUADALUPE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$10.7M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
GUADALUPE CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$3.2M
Participants108
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 | GUADALUPE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $10.7M | 107 | 2024 | |
| 002 | GUADALUPE CREDIT UNION 401(K) PLAN AND TRUST | 401k | $3.2M | 108 | 2024 |
Retirement plans