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Company:
CU Answers, Inc.
Plan:
CU Answers, Inc. Employees Profit and Thrift Savings Plan
 

CU Answers, Inc.

60 Plan: CU Answers, Inc. Employees Profit and Thrift Savings Plan

 
 
60
35
72
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (60) and the top rated plan (86) could equate to:
[How is this calculated?]
13 additional years of work
Up to $165,000 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

CU Answers, Inc. Employees Profit and Thrift Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 60. This plan is in the top 15% of plans for Investment Menu Quality. CU Answers, Inc. Employees Profit and Thrift Savings Plan currently has over 100 active participants and over $5.7M in plan assets.

 

 Retirement Plan Details

Address 6000 28th Street Se
Suite 100
Grand Rapids, MI 49546 
Industry Other Computer Related Services
Administrator Robert Frizzle
Net Plan Assets $5,740,000
Total Participants 150
Avg Account Balance $42,000

 Top 3 Funds in this 401k

1. Lincoln Financial Short Term (SA14) 11%
2. Lincoln Financial Guaranteed Account 8%
3. American Funds EuroPacific Growth 5%

  Plan Service Providers

Insurance Carrier Lincoln Financial
Insurance Advisor/Broker Lincoln Financial
Insurance Advisor/Broker Mark S. Whited
Administration Lincoln Financial
Recordkeeper Retirement Planning, Inc.
Auditor The CPA Group, Pc

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