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Company:
Numerica Credit Union
Plan:
Numerica Credit Union Retirement Plan
 

Numerica Credit Union

65 Plan:

 
 
65
45
66
81
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (65) and the top rated plan (81) could equate to:
[How is this calculated?]
8 additional years of work
Up to $78,200 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

Numerica Credit Union Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 65. This plan is in the top 15% of plans for Company Generosity and Investment Menu Quality. Numerica Credit Union Retirement Plan currently has over 200 active participants and over $9.2M in plan assets.

 

 Retirement Plan Details

Address 14610 E. Sprague
Spokane Valley, WA 99216-2146 
Industry Credit Unions
Administrator Richelle Gier
Sponsor Nancy Norbury-Harter
Net Plan Assets $9,150,000
Total Participants 270
Avg Account Balance $37,000

 Top 3 Funds in this 401k

1. ING Solution 2015 21%
2. ING Solution 2035 17%
3. ING Solution 2025 11%

  Plan Service Providers

Insurance Carrier ING
Insurance Advisor/Broker RBC Wealth Management
Insurance Advisor/Broker A.G. Edwards & Sons, Inc.
Insurance Advisor/Broker Wells Fargo (Wachovia)
Administration Carlson & Sevigny TPA Services, Inc.
Auditor Anastasi & Moore, PLLC

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