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Company:
Financial Partners Credit Union
Plan:
Financial Partners Credit Union Employees' 401k Savings Plan
 

Financial Partners Credit Union

69 Plan: Financial Partners Credit Union Employees' 401k Savings Plan

 
 
69
23
64
81
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (69) and the top rated plan (81) could equate to:
[How is this calculated?]
6 additional years of work
Up to $78,600 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

Financial Partners Credit Union Employees' 401k Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 69. This plan is in the top 35% of plans for Company Generosity, Investment Menu Quality, Salary Deferral, and Total Plan Cost. Financial Partners Credit Union Employees' 401k Savings Plan currently has over 200 active participants and over $8.1M in plan assets.

 

 Retirement Plan Details

Address 7800 E. Imperial Highway
Downey, CA 90242-3457 
Industry Credit Unions
Administrator Laura Szitar
Net Plan Assets $8,080,000
Total Participants 220
Avg Account Balance $37,000

 Top 3 Funds in this 401k

1. MetLife Guaranteed Investment Contract 19%
2. American Funds Income Fund of America 11%
3. American Funds Growth Fund of America 9%

  Plan Service Providers

Auditor McGladrey
Recordkeeper DailyAccess Corporation
Consultant DailyAccess Corporation
Investment Adviser Wells Fargo (Wachovia)
Corporate Trustee Reliance Trust Company

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