Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolioTH
CONNECTION CREDIT UNION
EIN 91-0722603Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
27
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 27 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#002
CONNECTION CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$1.8M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CONNECTION CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$845K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CONNECTION CREDIT UNION 401(K) PLAN AND TRUST | 401k | $1.8M | 23 | 2025 | |
| 001 | CONNECTION CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $845K | 4 | 2024 |
Retirement plans