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Company:
Exchange Bank
Plan:
Exchange Bank Savings and Profit Sharing Plan
 

Exchange Bank

71 Plan: Exchange Bank Savings and Profit Sharing Plan

 
 
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87
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For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (71) and the top rated plan (87) could equate to:
[How is this calculated?]
10 additional years of work
Up to $36,400 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

Exchange Bank Savings and Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 71. This plan is in the top 15% of plans for Total Plan Cost. Exchange Bank Savings and Profit Sharing Plan currently has over 500 active participants and over $37.6M in plan assets.

 

 Retirement Plan Details

Address P. O. Box 403
Santa Rosa, CA 95402 
Industry Commercial Banking
Administrator Lori T. Zaret
Net Plan Assets $37,600,000
Total Participants 510
Avg Account Balance $74,000

 Top 3 Funds in this 401k

1. Vanguard Target Retirement 2015 16%
2. Vanguard Target Retirement 2025 12%
3. Vanguard Asset Allocation 8%

  Plan Service Providers

Recordkeeper EPIC Advisors, Inc.
Auditor Moss Adams

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