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Company:
SchoolsFirst Federal Credit Union
Plan:
SchoolsFirst Federal Credit Union 401k Retirement Plan
 

SchoolsFirst Federal Credit Union

65 Plan: SchoolsFirst Federal Credit Union 401k Retirement Plan

 
 
65
41
67
80
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (65) and the top rated plan (80) could equate to:
[How is this calculated?]
7 additional years of work
Up to $137,200 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

SchoolsFirst Federal Credit Union 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 65. This plan is in the top 35% of plans for Account Balances, Company Generosity, and Total Plan Cost. SchoolsFirst Federal Credit Union 401k Retirement Plan currently has over 1,200 active participants and over $57.7M in plan assets.

 

 Retirement Plan Details

Address 2115 North Broadway
Santa Ana, CA 92711-1547 
Industry Credit Unions
Administrator Bereniz Ramirez
Sponsor Norma Stein
Net Plan Assets $57,700,000
Total Participants 1,200
Avg Account Balance $47,000

 Top 3 Funds in this 401k

1. American Funds Growth Fund of America 20%
2. Gartmore Morley Stable Value 12%
3. American Funds American Balanced 10%

  Plan Service Providers

Corporate Trustee Wells Fargo (Wachovia)
Recordkeeper Wells Fargo (Wachovia)
Auditor Moss Adams

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