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Company:
UFCW Investment Savings Plan and Trust Board of Trustees
Plan:
UFCW Investment Savings Plan and Trust
 

UFCW Investment Savings Plan and Trust Board of Trustees

48 Plan: UFCW Investment Savings Plan and Trust

 
 
48
21
61
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 38 point difference between this plan's BrightScope Rating (48) and the top rated plan (86) could equate to:
[How is this calculated?]
18 additional years of work
Up to $228,100 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

UFCW Investment Savings Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 48. This plan is in the top 15% of plans for Participation Rate. UFCW Investment Savings Plan and Trust currently has over 900 active participants and over $11.5M in plan assets.

 

 Retirement Plan Details

Address 3140 Ne Broadway
Portland, OR 97232-1813 
Industry Electrical Contractors and Other Wiring Installation Contractors
Administrator Ryan Stephens
Net Plan Assets $11,500,000
Total Participants 950
Avg Account Balance $12,000

 Top 3 Funds in this 401k

1. American Funds American Balanced 37%
2. MainStay Common Stock 22%
3. Rainier Small/Mid Cap Equity 9%

  Plan Service Providers

Insurance Carrier New York Life
Administration William C. Earhart Co., Inc.
Recordkeeper New York Life
Auditor Miller, Kaplan, Arase & Co., LLP.

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