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  2. ONTARIO MONTCLAIR SCHOOL EFCU
Sponsor portfolioTH

ONTARIO MONTCLAIR SCHOOL EFCU

EIN 95-2239864-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
53
PO BOX 1697 - ONTARIO, CA 91762909-983-1959
Plans on this EIN
2 filings
#002401k-$4.0M - 39 part#001CashBalance-$2.3M - 14 part

Retirement portfolio analytics

2 plans aggregated / $6.4M assets / 53 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • CREDIT UNION 401(K) (#002)63%
  • PLAN AND TRUST (#001)37%
Total $6.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#002)39
  • PLAN AND TRUST (#001)14
Total 53Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VIDA FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$4.0M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ONTARIO MONTCLAIR SCHOOL EFCU CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$2.3M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VIDA FEDERAL CREDIT UNION 401(K) PLAN401k$4.0M392025
001ONTARIO MONTCLAIR SCHOOL EFCU CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTCashBalance$2.3M142025
Retirement plans
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