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Sponsor portfolioTH

MAUI FEDERAL CREDIT UNION

EIN 99-0075291-financial services-Latest filing 2025
Plans
3
Retirement
3
$3.8M assets
Welfare
0
Participants
29
107 E WAKEA AVE - KAHULUI, HI 96732808-873-5050mauifcu.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
3 filings
#001TraditionalDB-$2.1M - 12 part#003401k-$1.5M - 8 part#004401k-$284K - 9 part

Retirement portfolio analytics

3 plans aggregated / $3.8M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PLAN AND TRUST (#001)54%
  • PLAN AND TRUST (#003)38%
  • FOR NON-EXEMPT EMPLOYEES (#004)7%
Total $3.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)12
  • FOR NON-EXEMPT EMPLOYEES (#004)9
  • PLAN AND TRUST (#003)8
Total 29Click 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

MAUI FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$2.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

MAUI FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$1.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

MAUI FEDERAL CREDIT UNION 401(K) PLAN FOR NON-EXEMPT EMPLOYEES

401k

Assets$284K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001MAUI FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$2.1M122025
003MAUI FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$1.5M82025
004MAUI FEDERAL CREDIT UNION 401(K) PLAN FOR NON-EXEMPT EMPLOYEES401k$284K92024
Retirement plans
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