Overview

Plan Rating

BrightScope Rating
66
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (48)
Average in Peer Group (69)
Highest in Peer Group (82)

Plan Description

Altura Credit Union 401k Plan And Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 66. This plan is in the top 35% of plans for Participation Rate and Total Plan Cost. Altura Credit Union 401k Plan And Trust currently has over 300 active participants and over $10.9M in plan assets.

Did you know?

For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (66) and the top rated plan (82) could equate to:
8
Additional years of work
42,712
Lost 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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 2847 Campus Pkwy
  • Location
    Riverside , CA
  • 92507-0906
  • Industry
    Credit Unions
  • Administrator
    Chauntelle Moses
  • Net Plan Assets
    $10,900,000
  • Total Participants
    340
  • Avg Account Balance
    $34,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Below Avg.
Account Balance:
Average

Design

Total Plan Cost:
Average Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Average
Salary Deferrals:
Below Avg.
Account Balance:
Below Avg.
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Investments

Investment Menu Stats

# of Investment Options

11

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Total Other Investments 33%
N/A
BlackRock, Inc. LifePath 30%
16%
Vanguard 500 Index 7%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
CUNA Mutual Insurance Society
Corporate Trustee
CUNA Mutual Insurance Society
Administration
CUNA Mutual Insurance Society
Recordkeeper
CUNA Mutual Insurance Society
Auditor
Turner, Warren, Hwang & Conrad

Articles and Questions