Home  >   401k Directory   >   Schools Financial Credit Union
 
Company:
Schools Financial Credit Union
Plan:
Schools Financial Credit Union 401k Profit Sharing Plan
 

Schools Financial Credit Union

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

 
 
62
29
65
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (62) and the top rated plan (86) could equate to:
[How is this calculated?]
12 additional years of work
Up to $158,200 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

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 62. 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 $18.1M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
14
Plan Average: 24
Top 3 Funds in this 401k
1. Dodge & Cox Stock 20%
2. Vanguard 500 Index 20%
3. PIMCO Total Return 10%

 
Plan Component Ratings

 Retirement Plan Details

Address 1485 Response Road, Suite 126
Sacramento, CA 95815-4847 
Industry Credit Unions
Administrator Debbie Skipworth
Net Plan Assets $18,100,000
Total Participants 330
Avg Account Balance $57,000

 Compare Other Companies in Peer Group

Star One Credit Union 77.3
Summit Credit Union 73.4
Harborstone Credit Union 73.0
Corning Federal Credit Union 72.7
Max Credit Union 62.5
Associated Credit Union 54.2

  Plan Service Providers

Investment Adviser The Savant Group
Corporate Trustee First Mercantile
Investment Adviser First Mercantile
Auditor Mann, Urrutia, Nelson CPA's

 Comments