Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SAFEAMERICA CREDIT UNION
EIN 94-1664405bankingLatest filing 2024
Plans
2
Retirement
2
$17.4M assets
Welfare
0
Participants
162
C/O NUVISION CREDIT UNION, PO BOX 1220 - HUNTINGTON BEACH, CA 92647925-847-8318LinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.4M assets / 162 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
SAFEAMERICA 401(K) PLAN
401k
Assets$9.0M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SAFEAMERICA CREDIT UNION RETIREMENT PLAN
CashBalance
Assets$8.5M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SAFEAMERICA 401(K) PLAN | 401k | $9.0M | 81 | 2024 | |
| 001 | SAFEAMERICA CREDIT UNION RETIREMENT PLAN | CashBalance | $8.5M | 81 | 2024 |
Retirement plans