Assets by plan
Share of aggregate retirement assets
92%top
Sponsor portfolioTH
SHELL WESTERN STATES FEDERAL CREDIT UNION
EIN 94-1124651bankingLatest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
27
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M 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#001
SHELL WESTERN STATES FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$3.7M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SHELL WESTERN STATES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$334K
Participants15
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 | SHELL WESTERN STATES FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $3.7M | 12 | 2024 | |
| 002 | SHELL WESTERN STATES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401k | $334K | 15 | 2024 |
Retirement plans