DOL Form 5500 · 2024 Plan Year

UNIVERSITY OF WISCONSIN CREDIT UNION

UNIV OF WI CU RETIREMENT SAVINGS PLAN AND TRUST

Defined ContributionWI
$144.2M
Plan Assets
1,223
Participants
2024
Plan Year
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Plan Details

Plan Name
UNIV OF WI CU RETIREMENT SAVINGS PLAN AND TRUST
Sponsor
UNIVERSITY OF WISCONSIN CREDIT UNION
Sponsor EIN
390671465
Plan Number
002
Location
MADISON, WI
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$144.2M
Participants
1,223
Filing Received
September 23, 2025
Plan Year
2024

About this Plan

UNIV OF WI CU RETIREMENT SAVINGS PLAN AND TRUST is a defined contribution retirement plan sponsored by UNIVERSITY OF WISCONSIN CREDIT UNION, headquartered in MADISON, WI, holding approximately $144.2M in plan assets on behalf of 1,223 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).