Assets by plan
Share of aggregate retirement assets
91%top
Sponsor portfolio
NORTH COUNTY CREDIT UNION
EIN 95-3597368bankingLatest filing 2024
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
20
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.6M assets / 20 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
NORTH COUNTY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$6.0M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
NORTH COUNTY CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$572K
Participants10
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 | NORTH COUNTY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $6.0M | 10 | 2024 | |
| 002 | NORTH COUNTY CREDIT UNION 401(K) PLAN AND TRUST | 401k | $572K | 10 | 2024 |
Retirement plans