Assets by plan
Share of aggregate retirement assets
92%top
Sponsor portfolio
PRIMESOURCE CREDIT UNION
EIN 91-0564946bankingLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
26
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 26 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
PRIMESOURCE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$1.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PRIMESOURCE CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$101K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PRIMESOURCE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $1.1M | 9 | 2025 | |
| 002 | PRIMESOURCE CREDIT UNION 401(K) PLAN AND TRUST | 401k | $101K | 17 | 2025 |
Retirement plans