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Company:
Firstmark Credit Union
Plan:
Firstmark Credit Union 401k Plan
 

Firstmark Credit Union

45 Plan: Firstmark Credit Union 401k Plan

 
 
45
23
64
78
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 33 point difference between this plan's BrightScope Rating (45) and the top rated plan (78) could equate to:
[How is this calculated?]
13 additional years of work
Up to $222,100 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

Firstmark Credit Union 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 45. Firstmark Credit Union 401k Plan currently has over 200 active participants and over $1.4M in plan assets.

 

 Retirement Plan Details

Address 2023 Gold Canyon Drive
San Antonio, TX 78232 
Industry Credit Unions
Administrator Cheryl Opperman
Net Plan Assets $1,360,000
Total Participants 270
Avg Account Balance $5,000

 Top 3 Funds in this 401k

1. Standard Insurance Stable Asset Fund II 21%
2. T. Rowe Price Growth Stock 12%
3. Davis New York Venture 10%

  Plan Service Providers

Insurance Carrier The Standard
Insurance Advisor/Broker Benefits Unlimited, Inc.
Auditor Padgett, Stratemann & Co., LLP
Recordkeeper The Standard

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