Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolioTH
JORDAN FEDERAL CREDIT UNION
EIN 87-0238380financial servicesLatest filing 2025
Plans
2
Retirement
2
$17.4M assets
Welfare
0
Participants
170
PO BOX 1888 - SANDY, UT 840701888801-567-3338jordan-cu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.4M assets / 170 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
JORDAN FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
CashBalance
Assets$12.3M
Participants74
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
JORDAN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$5.1M
Participants96
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 | JORDAN FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | CashBalance | $12.3M | 74 | 2025 | |
| 003 | JORDAN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401k | $5.1M | 96 | 2025 |
Retirement plans
Welfare plans