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Company:
Community America Credit Union
Plan:
Directed Account Plan
 

Community America Credit Union

66 Plan:

 
 
66
22
70
90
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 (66) and the top rated plan (90) could equate to:
[How is this calculated?]
15 additional years of work
Up to $127,200 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

Directed Account Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 66. This plan is in the top 15% of plans for Account Balances and Total Plan Cost. Directed Account Plan currently has over 2,400 active participants and over $807.7M in plan assets.

 

 Retirement Plan Details

Address 9777 Ridge Dr.
Lenexa, KS 66219 
Industry Credit Unions
Administrator Martin Zygmund
Net Plan Assets $808,000,000
Total Participants 2,500
Avg Account Balance $330,000

 Compare Other Companies in Peer Group

MasterCard International 82.4
Federal National Mortgage Association 82.0
City National 78.9
Bank of Hawaii 78.8
Comerica 74.8
Harris N.A. 70.2

 Top 3 Funds in this 401k

1. Invesco Short Term Bond 12%
2. Invesco Intermediate Bond Trust 9%
3. BlackRock Russell 3000 Index 7%

  Plan Service Providers

Corporate Trustee BNY Mellon
Recordkeeper Fidelity
Insurance Advisor/Broker Alexander Morford & Woo
Investment Adviser Marty Zygmund
Legal Counsel Thompson Coburn LLP
Auditor Marcum LLP

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