Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JACOM CREDIT UNION
EIN 95-1858171Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
21
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 21 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#033
JACOM CREDIT UNION CAPITAL ACCUMULATION PLAN
401k
Assets$872K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JACOM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$750K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 033 | JACOM CREDIT UNION CAPITAL ACCUMULATION PLAN | 401k | $872K | 12 | 2024 | |
| 001 | JACOM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $750K | 9 | 2024 |
Retirement plans