Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WAIALUA FEDERAL CREDIT UNION
EIN 99-0073440Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 14 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#033
WAIALUA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
401k
Assets$1.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#022
WAIALUA FEDERAL CREDIT UNION RETIREMENT PENSION PLAN
TraditionalDB
Assets$921K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 033 | WAIALUA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN | 401k | $1.5M | 6 | 2025 | |
| 022 | WAIALUA FEDERAL CREDIT UNION RETIREMENT PENSION PLAN | TraditionalDB | $921K | 8 | 2024 |
Retirement plans