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Company:
Temecula Valley Bank
Plan:
T.V.B. 401k Plan
 

Temecula Valley Bank

74 Plan:

 
 
74
10
65
77
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 3 point difference between this plan's BrightScope Rating (74) and the top rated plan (77) could equate to:
[How is this calculated?]
1 additional year of work
Up to $71,100 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

T.V.B. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 74, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Investment Menu Quality. T.V.B. 401k Plan currently has over 300 active participants and over $7.9M in plan assets.

 

 Retirement Plan Details

Address 27710 Jefferson Avenue, Suite A
Temecula, CA 92590-4604 
Industry Commercial Banking
Net Plan Assets $7,860,000
Total Participants 330
Avg Account Balance $24,000

 Compare Other Companies in Peer Group

Mercantile Bank 72.4
VIST Financial 69.4
Whidbey Island Bank 67.1
Town North Bank, N.A. 66.8
LibertyBank 66.4
The Savannah Bancorp 56.1

 Top 3 Funds in this 401k

1. Principal Money Market 26%
2. Principal Guaranteed Interest Account 11%
3. Principal Large Cap Value 6%

  Plan Service Providers

Auditor PKF, CPAs
Administration Principal Financial Group
Insurance Carrier Principal Financial Group
Insurance Advisor/Broker Leavitt Insurance Agency of San Diego
Insurance Advisor/Broker Financial Telesis, Inc.

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