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Company:
Firstrust Savings Bank
Plan:
Firstrust 401k and Profit Sharing Plan
 

Firstrust Savings Bank

63 Plan: Firstrust 401k and Profit Sharing Plan

 
 
63
22
65
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (63) and the top rated plan (87) could equate to:
[How is this calculated?]
14 additional years of work
Up to $168,100 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Firstrust 401k and Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 63. This plan is in the top 35% of plans for Account Balances, Salary Deferral, and Total Plan Cost. Firstrust 401k and Profit Sharing Plan currently has over 400 active participants and over $27.8M in plan assets.

 

 Retirement Plan Details

Address 1931 Cottman Ave.
Philadelphia, PA 19111 
Industry Commercial Banking
Administrator Kathryn Z. Mc Master
Net Plan Assets $27,800,000
Total Participants 430
Avg Account Balance $65,000

 Compare Other Companies in Peer Group

Bryn Mawr Bank 76.4
Bank of China 71.6
Hanmi Bank 70.8
Waukesha State Bank 66.0
Seacoast National Bank 63.5
AmeriServ Financial 60.4

 Top 3 Funds in this 401k

1. Total Certificates of Deposit 26%
2. Cash and Cash Equivalents 23%
3. MainStay ICAP Select Equity 8%

  Plan Service Providers

Investment Adviser Firstrust Bank
Recordkeeper New York Life
Investment Adviser Portfolio Evaluations, Inc.
Auditor Isdaner & Company, LLC

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