Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
GREATER VALLEY CREDIT UNION
EIN 94-0362027bankingLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 12 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
GREATER VALLEY CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$1.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
GREATER VALLEY CREDIT UNION MONEY PURCHASE PLAN AND TRUST
MoneyPurchase
Assets$1.1M
Participants6
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 | GREATER VALLEY CREDIT UNION 401(K) PLAN AND TRUST | 401k | $1.5M | 6 | 2024 | |
| 001 | GREATER VALLEY CREDIT UNION MONEY PURCHASE PLAN AND TRUST | MoneyPurchase | $1.1M | 6 | 2024 |
Retirement plans