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Company:
University Federal Credit Union
Plan:
University Federal Credit Union 401k Profit Sharing Plan
 

University Federal Credit Union

73 Plan: University Federal Credit Union 401k Profit Sharing Plan

 
 
73
29
66
84
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (73) and the top rated plan (84) could equate to:
[How is this calculated?]
7 additional years of work
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

University Federal Credit Union 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 73. This plan is in the top 35% of plans for Company Generosity and Total Plan Cost. University Federal Credit Union 401k Profit Sharing Plan currently has over 400 active participants and over $17.5M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
17
Plan Average: 24
Top 3 Funds in this 401k
1. Schwab Retirement Advantage Money Market 16%
2. Oakmark Equity & Income 13%
3. MainStay Large Cap Growth 13%

 Retirement Plan Details

Address 3305 Steck Avenue
Austin, TX 78757-7569 
Industry Credit Unions
Administrator Jeff Flanagan
Net Plan Assets $17,500,000
Total Participants 480
Avg Account Balance $41,000

  Plan Service Providers

Recordkeeper Milliman, Inc.
Auditor Orth, Chakler, Murnane and Company CPAs

 Comments