Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Valley Isle Community Federal Credit Union
EIN 99-0073408financial servicesLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Health & Benefits
0
Participants
55
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 55 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
VALLEY ISLE COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN
401(k)
Assets$4.0M
Participants39
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
VALLEY ISLE COMMUNITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$2.7M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | VALLEY ISLE COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN | 401(k) | $4.0M | 39 | 2025 |
| #001 | VALLEY ISLE COMMUNITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $2.7M | 16 | 2025 |
- #002 · 401(k) · 202539
- #001 · Traditional DB · 202516
Retirement plans