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Company:
OSU Federal Credit Union
Plan:
OSU Federal Credit Union 401k Plan and Trust
 

OSU Federal Credit Union

70 Plan: OSU Federal Credit Union 401k Plan and Trust

 
 
70
23
65
81
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (70) and the top rated plan (81) could equate to:
[How is this calculated?]
6 additional years of work
Up to $27,600 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

OSU Federal Credit Union 401k Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 15% of plans for Company Generosity and Participation Rate. OSU Federal Credit Union 401k Plan and Trust currently has over 200 active participants and over $10.6M in plan assets.

 

 Retirement Plan Details

Address P.O. Box 306
Corvallis, OR 97330 
Industry Credit Unions
Administrator William Mckinney
Net Plan Assets $10,600,000
Total Participants 230
Avg Account Balance $46,000

 Top 3 Funds in this 401k

1. MFS Value 13%
2. American Funds Growth Fund of America 12%
3. MEMBERS Moderate Allocation 8%

  Plan Service Providers

Insurance Carrier CUNA Mutual Insurance Society
Administration CUNA Mutual Insurance Society
Corporate Trustee Marshall & Ilsley
Recordkeeper Marshall & Ilsley
Auditor Jones & Roth, Pc

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