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Company:
TruMark Financial Credit Union
Plan:
TruMark Financial Credit Union Retirement Savings Plan
 

TruMark Financial Credit Union

68 Plan: TruMark Financial Credit Union Retirement Savings Plan

 
 
68
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66
87
0
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For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (68) and the top rated plan (87) could equate to:
[How is this calculated?]
11 additional years of work
Up to $121,700 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

TruMark Financial Credit Union Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 68. This plan is in the top 15% of plans for Investment Menu Quality. TruMark Financial Credit Union Retirement Savings Plan currently has over 200 active participants and over $7.5M in plan assets.

 

 Retirement Plan Details

Address 1000 Northbrook Dr
Trevose, PA 19053-8430 
Industry Credit Unions
Administrator Joann Mccausland
Net Plan Assets $7,470,000
Total Participants 290
Avg Account Balance $26,000

 Top 3 Funds in this 401k

1. Vanguard Windsor II 15%
2. Principal Bond & Mortgage Securities 10%
3. Principal Money Market 9%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Administration Principal Financial Group
Auditor Orth, Chakler, Murnane and Company CPAs

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