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Company:
San Mateo Credit Union
Plan:
San Mateo Credit Union 401k Plan
 

San Mateo Credit Union

72 Plan: San Mateo Credit Union 401k Plan

 
 
72
38
65
81
0
10
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100
For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (72) and the top rated plan (81) could equate to:
[How is this calculated?]
5 additional years of work
Up to $48,700 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

San Mateo Credit Union 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 72, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity and Participation Rate. San Mateo Credit Union 401k Plan currently has over 200 active participants and over $10.4M in plan assets.

 

 Retirement Plan Details

Address 350 Convention Way
Redwood City, CA 94063-1435 
Industry Credit Unions
Administrator Lecia Randtree
Net Plan Assets $10,400,000
Total Participants 220
Avg Account Balance $49,000

 Top 3 Funds in this 401k

1. Victory Diversified Stock 13%
2. Schwab S&P 500 Index 12%
3. Schwab Retirement Advantage Money Market 12%

  Plan Service Provider

Auditor McGladrey

 Comments