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Company:
Advantis Credit Union
Plan:
Advantis Credit Union 401k Plan
 

Advantis Credit Union

65 Plan:

 
 
65
38
65
78
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 13 point difference between this plan's BrightScope Rating (65) and the top rated plan (78) could equate to:
[How is this calculated?]
6 additional years of work
Up to $97,200 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

Advantis Credit Union 401k 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 Participation Rate. Advantis Credit Union 401k Plan currently has over 100 active participants and over $3.3M in plan assets.

 

 Retirement Plan Details

Address 10501 Se Main St
Milwaukie, OR 97222-7594 
Industry Credit Unions
Administrator Wendy Edwards
Sponsor Ronald A. Barrick
Net Plan Assets $3,310,000
Total Participants 120
Avg Account Balance $29,000

 Top 3 Funds in this 401k

1. Standard Insurance Guaranteed Investment Contract 23%
2. Dodge & Cox Balanced 13%
3. Vanguard 500 Index 13%

  Plan Service Providers

Auditor Jones & Roth, Pc
Insurance Carrier The Standard

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