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Sponsor portfolio

SAG-AFTRA FEDERAL CREDIT UNION

EIN 95-6071918-financial services-Latest filing 2025
Plans
2
Retirement
2
$22.7M assets
Welfare
0
Participants
108
134 N KENWOOD ST - BURBANK, CA 915054201818-562-3400LinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filings
#001TraditionalDB-$18.2M - 50 part#002401k-$4.4M - 58 part

Retirement portfolio analytics

2 plans aggregated / $22.7M assets / 108 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • DEFINED BENEFIT PLAN (#001)80%
  • CREDIT UNION 401(K) (#002)20%
Total $22.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#002)58
  • DEFINED BENEFIT PLAN (#001)50
Total 108Click 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#001

SAG-AFTRA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN

TraditionalDB

Assets$18.2M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

SAG-AFTRA FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$4.4M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SAG-AFTRA FEDERAL CREDIT UNION DEFINED BENEFIT PLANTraditionalDB$18.2M502025
002SAG-AFTRA FEDERAL CREDIT UNION 401(K) PLAN401k$4.4M582025
Retirement plans
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