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Company:
Whatcom Educational Credit Union
Plan:
Whatcom Educational Credit Union Retirement Plan
 

Whatcom Educational Credit Union

64 Plan: Whatcom Educational Credit Union Retirement Plan

 
 
64
23
65
81
0
10
20
30
40
50
60
70
80
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100
For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (64) and the top rated plan (81) could equate to:
[How is this calculated?]
8 additional years of work
Up to $102,100 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

Whatcom Educational Credit Union Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 64. This plan is in the top 15% of plans for Company Generosity. Whatcom Educational Credit Union Retirement Plan currently has over 200 active participants and over $8.5M in plan assets.

 

 Retirement Plan Details

Address 600 East Holly
Bellingham, WA 98225 
Industry Credit Unions
Administrator Tom Majerus
Net Plan Assets $8,530,000
Total Participants 240
Avg Account Balance $36,000

 Top 3 Funds in this 401k

1. Fidelity Advisor Stable Value 15%
2. Fidelity Advisor Mid Cap 10%
3. Fidelity Advisor Strategic Income 8%

  Plan Service Providers

Investment Adviser KMS Financial Services, Inc.
Auditor Moss Adams

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