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Company:
Achieva Credit Union
Plan:
Achieva Credit Union 401k Savings Plan
 

Achieva Credit Union

72 Plan: Achieva Credit Union 401k Savings Plan

 
 
72
22
69
88
0
10
20
30
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60
70
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100
For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (72) and the top rated plan (88) could equate to:
[How is this calculated?]
10 additional years of work
Up to $117,400 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

Achieva Credit Union 401k Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 72. This plan is in the top 15% of plans for Participation Rate. Achieva Credit Union 401k Savings Plan currently has over 200 active participants and over $8.9M in plan assets.

 

 Retirement Plan Details

Address 1499 Gulf-To-Bay Blvd
Clearwater, FL 33755 
Industry Credit Unions
Administrator Andrea Gregor
Net Plan Assets $8,860,000
Total Participants 290
Avg Account Balance $30,000

 Top 3 Funds in this 401k

1. Minnesota Life Money Market 12%
2. Minnesota Life Intermediate Term Bond Index IA 11%
3. Minnesota Life Small Equity III 11%

  Plan Service Providers

Insurance Carrier Minnesota Life
Insurance Advisor/Broker Aon Hewitt EnnisKnupp
Auditor Orth, Chakler, Murnane and Company CPAs

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