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Company:
ORNL Federal Credit Union
Plan:
ORNL Federal Credit Union 401k Plan and Trust
 

ORNL Federal Credit Union

58 Plan: ORNL Federal Credit Union 401k Plan and Trust

 
 
58
35
65
78
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (58) and the top rated plan (78) could equate to:
[How is this calculated?]
9 additional years of work
Up to $168,100 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

ORNL Federal Credit Union 401k Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 58. This plan is in the top 35% of plans for Total Plan Cost. ORNL Federal Credit Union 401k Plan and Trust currently has over 500 active participants and over $11.4M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
23
Plan Average: 24
Largest Funds in this 401k: based on % allocation of assets
1. Lincoln Financial Stable Value 29%
2. American Funds Fundamental Investors 12%
3. American Funds Growth Fund of America 6%

 Retirement Plan Details

Address 221 South Rutgers Avenue
Oak Ridge, TN 37830-6770 
Industry Credit Unions
Administrator Amy Vichich
Net Plan Assets $11,400,000
Total Participants 510
Avg Account Balance $32,000

  Plan Service Providers

Insurance Carrier Lincoln Financial
Insurance Advisor/Broker Woodbury Financial Services, Inc.
Administration Lincoln Financial
Auditor Pugh & Company Pc

 Comments