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Company:
Schools Financial Credit Union
Plan:
Schools Financial Credit Union 401k Profit Sharing Plan
 

Schools Financial Credit Union

60 Plan: Schools Financial Credit Union 401k Profit Sharing Plan

 
 
60
22
66
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (60) and the top rated plan (87) could equate to:
[How is this calculated?]
14 additional years of work
Up to $100,700 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

Schools Financial Credit Union 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 60. This plan is in the top 35% of plans for Account Balances and Participation Rate. Schools Financial Credit Union 401k Profit Sharing Plan currently has over 300 active participants and over $19.9M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 1485 Response Road, Suite 126
Sacramento, CA 95815-4847 
Industry Credit Unions
Administrator Debbie Skipworth
Sponsor Lisa Mackay
Net Plan Assets $19,900,000
Total Participants 330
Avg Account Balance $60,000

 Compare Other Companies in Peer Group

CU Direct 78.4
Pennsylvania State Employees... 73.8
Corning Federal Credit Union 73.4
Members United Bridge Corp.... 71.9
America's First Federal Credit Union 70.9
Provident Credit Union 70.2

 Top 3 Funds in this 401k

1. DFA Short-Term Government 13%
2. Vanguard 500 Index 13%
3. American Funds Growth Fund of America 12%

  Plan Service Providers

Corporate Trustee First Mercantile
Recordkeeper First Mercantile
Investment Adviser The Savant Group
Administration Atteberry/Searle, Incorporated
Auditor Mann, Urrutia, Nelson CPA's

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