Assets by plan
Share of aggregate retirement assets
82%top
Sponsor portfolio
SANTA BARBARA COUNTY FEDERAL CREDIT UNION
EIN 95-1754414financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
34
2623 DE LA VINA ST - SANTA BARBARA, CA 93105805-682-3357sbcreditunion.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 34 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
SANTA BARBARA COUNTY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$1.6M
Participants25
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SANTA BARBARA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN
401k
Assets$337K
Participants9
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 | SANTA BARBARA COUNTY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $1.6M | 25 | 2025 | |
| 002 | SANTA BARBARA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | 401k | $337K | 9 | 2025 |
Retirement plans