PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ALPINE CREDIT UNION
Sponsor portfolio

ALPINE CREDIT UNION

EIN 87-0242876-banking-Latest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
73
PO BOX 217 - OREM, UT 84059801-857-2441alpinecu.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$2.4M - 56 part#001TraditionalDB-$1.6M - 17 part

Retirement portfolio analytics

2 plans aggregated / $3.9M assets / 73 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PLAN AND TRUST (#002)61%
  • PLAN AND TRUST (#001)39%
Total $3.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)56
  • PLAN AND TRUST (#001)17
Total 73Click 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#002

ALPINE CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$2.4M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ALPINE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$1.6M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ALPINE CREDIT UNION 401(K) PLAN AND TRUST401k$2.4M562025
001ALPINE CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$1.6M172025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica