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Company:
Amalgamated Transit Union
Plan:
Amalgamated Transit Union Local Union Officers and Employees 401k Retirement Plan
 

Amalgamated Transit Union

60 Plan: Amalgamated Transit Union Local Union Officers and Employees 401k Retirement Plan

 
 
60
13
57
84
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 (60) and the top rated plan (84) could equate to:
[How is this calculated?]
12 additional years of work
Up to $176,600 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

Amalgamated Transit Union Local Union Officers and Employees 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 60. Amalgamated Transit Union Local Union Officers and Employees 401k Retirement Plan currently has over 100 active participants and over $1.8M in plan assets.

 

 Retirement Plan Details

Address 5025 Wisconsin Ave Nw
Washington, DC 20016-4121 
Industry Other Services (except Public Administration)
Administrator Warren George
Net Plan Assets $1,770,000
Total Participants 130
Avg Account Balance $14,000

 Top 3 Funds in this 401k

1. Columbia Acorn 20%
2. Davis New York Venture 14%
3. Invesco Van Kampen Equity and Income 12%

  Plan Service Providers

Auditor Calibre CPA Group, PLLC
Administration Quorum Consulting Group
Insurance Carrier Principal Financial Group
Insurance Advisor/Broker Morgan Stanley Smith Barney

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