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Sponsor portfolioTH

GATHER FEDERAL CREDIT UNION

EIN 99-0083978-financial services-Latest filing 2025
Plans
2
Retirement
2
$22.1M assets
Welfare
0
Participants
202
4493 PAHEE ST - LIHUE, HI 96766808-246-1262gatherfcu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001CashBalance-$12.8M - 99 part#002401k-$9.2M - 103 part

Retirement portfolio analytics

2 plans aggregated / $22.1M assets / 202 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PLAN AND TRUST (#001)58%
  • PLAN AND TRUST (#002)42%
Total $22.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)103
  • PLAN AND TRUST (#001)99
Total 202Click 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

GATHER FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$12.8M
Participants99
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

GATHER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$9.2M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GATHER FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTCashBalance$12.8M992025
002GATHER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$9.2M1032025
Retirement plans
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