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Company:
FORUM Credit Union
Plan:
FORUM Credit Union 401k Plan
 

FORUM Credit Union

69 Plan: FORUM Credit Union 401k Plan

 
 
69
38
65
82
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 13 point difference between this plan's BrightScope Rating (69) and the top rated plan (82) could equate to:
[How is this calculated?]
6 additional years of work
Up to $115,800 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

FORUM Credit Union 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 69. This plan is in the top 15% of plans for Participation Rate. FORUM Credit Union 401k Plan currently has over 300 active participants and over $8.8M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address Po Box 50738
Indianapolis, IN 46250-0738 
Industry Credit Unions
Administrator William R. Dailey
Net Plan Assets $8,820,000
Total Participants 340
Avg Account Balance $26,000

 Compare Other Companies in Peer Group

Wings Financial Credit Union 71.7
Vantage West Credit Union 69.5
SRP Federal Credit Union 64.7
First Future Credit Union 64.1
Chartway Federal Credit Union 58.6
Community First Credit Union of... 58.4

 Top 3 Funds in this 401k

1. American Funds AMCAP 27%
2. Prudential Jennison Value 16%
3. American Funds EuroPacific Growth 15%

  Plan Service Providers

Auditor Crowe Horwath LLP
Insurance Carrier Prudential
Insurance Advisor/Broker Wells Fargo (Wachovia)

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