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Company:
Ulster Savings Bank
Plan:
Ulster Savings Bank 401k Plan
 

Ulster Savings Bank

63 Plan: Ulster Savings Bank 401k Plan

 
 
63
39
67
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 22 point difference between this plan's BrightScope Rating (63) and the top rated plan (85) could equate to:
[How is this calculated?]
11 additional years of work
Up to $183,100 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

Ulster Savings Bank 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 63. This plan is in the top 35% of plans for Account Balances and Total Plan Cost. Ulster Savings Bank 401k Plan currently has over 400 active participants and over $29.1M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
19
Plan Average: 24
Largest Funds in this 401k: based on % allocation of assets
1. MassMutual Super Flex Guaranteed 39%
2. PIMCO Total Return 12%
3. MassMutual Select Fundamental Value 8%

 Retirement Plan Details

Address 180 Schwenk Drive
Kingston, NY 12401 
Industry Other Depository Credit Intermediation
Administrator Tammy L. Gillon
Sponsor Lisa M. Cathie
Net Plan Assets $29,100,000
Total Participants 420
Avg Account Balance $78,000

  Plan Service Providers

Insurance Carrier MassMutual
Auditor Crowe Horwath LLP

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