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Company:
Vantage West Credit Union
Plan:
Vantage West Credit Union 401k Plan
 

Vantage West Credit Union

68 Plan: Vantage West Credit Union 401k Plan

 
 
68
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86
0
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For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (68) and the top rated plan (86) could equate to:
[How is this calculated?]
10 additional years of work
Up to $125,500 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

Vantage West Credit Union 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 68. This plan is in the top 15% of plans for Participation Rate. Vantage West Credit Union 401k Plan currently has over 400 active participants and over $14.0M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
21
Plan Average: 24
Top 3 Funds in this 401k
1. MetLife Guaranteed Investment Contract 17%
2. American Funds Growth Fund of America 12%
3. Pacific Life Portfolio Optimization Moderate 8%

 Retirement Plan Details

Address 2480 N. Arcadia Avenue
Tucson, AZ 85712-5735 
Industry Credit Unions
Administrator Sandra Lueders
Net Plan Assets $14,000,000
Total Participants 420
Avg Account Balance $34,000

  Plan Service Providers

Recordkeeper DailyAccess Corporation
Consultant DailyAccess Corporation
Corporate Trustee Reliance Trust Company
Auditor Orth, Chakler, Murnane and Company CPAs

 Comments