Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolioTH
VALLEY ISLE COMMUNITY FEDERAL CREDIT UNION
EIN 99-0073408financial servicesLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
55
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 55 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#002
VALLEY ISLE COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN
401k
Assets$4.0M
Participants39
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
VALLEY ISLE COMMUNITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$2.7M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VALLEY ISLE COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN | 401k | $4.0M | 39 | 2025 | |
| 001 | VALLEY ISLE COMMUNITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $2.7M | 16 | 2025 |
Retirement plans