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Sponsor portfolio

MILLARD COUNTY CREDIT UNION

EIN 87-0237481-banking-Latest filing 2025
Plans
2
Retirement
2
$456K assets
Welfare
0
Participants
16
45 S MAIN ST - FILLMORE, UT 846315505800-845-5824millardccu.comLinkedIn11-50 employeesbanking
Plans on this EIN
2 filings
#001TraditionalDB-$262K - 4 part#033401k-$194K - 12 part

Retirement portfolio analytics

2 plans aggregated / $456K assets / 16 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PLAN AND TRUST (#001)58%
  • CAPITAL ACCUMULATION PLAN (#033)42%
Total $456KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CAPITAL ACCUMULATION PLAN (#033)12
  • PLAN AND TRUST (#001)4
Total 16Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MILLARD COUNTY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$262K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#033

MILLARD COUNTY CREDIT UNION CAPITAL ACCUMULATION PLAN

401k

Assets$194K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MILLARD COUNTY CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$262K42024
033MILLARD COUNTY CREDIT UNION CAPITAL ACCUMULATION PLAN401k$194K122025
Retirement plans
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