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Company:
Smart Financial Credit Union
Plan:
Smart Financial Credit Union 401k Plan
 

Smart Financial Credit Union

63 Plan: Smart Financial Credit Union 401k Plan

 
 
63
23
65
81
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (63) and the top rated plan (81) could equate to:
[How is this calculated?]
9 additional years of work
Up to $92,300 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

Smart Financial Credit Union 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 63. This plan is in the top 35% of plans for Participation Rate. Smart Financial Credit Union 401k Plan currently has over 200 active participants and over $7.4M in plan assets.

 

 Retirement Plan Details

Address 4615 Southwest Freeway, Suite 200
Houston, TX 77027 
Industry Credit Unions
Administrator John Greer
Net Plan Assets $7,440,000
Total Participants 250
Avg Account Balance $32,000

 Top 3 Funds in this 401k

1. Standard Insurance Stable Asset Fund 28%
2. Vanguard Wellington 16%
3. Harbor International 8%

  Plan Service Providers

Recordkeeper The Standard
Insurance Carrier The Standard
Insurance Advisor/Broker Al Thurmond Agency, Inc.
Auditor Hutto & Associates, Pa

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