1ST UNITED SERVICES CREDIT UNION PROFIT SHARING AND SAVINGS PLAN

  • Address: 5901 GIBRALTAR DR,PLEASANTON,CA
  • Contact person: STEVE STONE
  • Phone: (925) 598-4706
Investment Options of 1ST UNITED SERVICES CREDIT UNION PROFIT SHARING AND SAVINGS PLAN (as of 2021)
PUTNAM STABLE VALUE FUND (75) (PUTNAM FIDUCIARY TRUST COMPANY)

1ST UNITED SERVICES CREDIT UNION PROFIT SHARING AND SAVINGS PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

At the end of 2021, the total retirement plan assets of 1ST UNITED SERVICES CREDIT UNION PROFIT SHARING AND SAVINGS PLAN is $32,555,104.00.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in 1ST UNITED SERVICES CREDIT UNION PROFIT SHARING AND SAVINGS PLAN is 208

In 2021, the average participant retirement account value for 1ST UNITED SERVICES CREDIT UNION PROFIT SHARING AND SAVINGS PLAN is $156,514.00

In 2021, the estimated average employee contribution amount per participant for 1ST UNITED SERVICES CREDIT UNION PROFIT SHARING AND SAVINGS PLAN is $5,998.00

In 2021, the estimated average employer match for an employee in 1ST UNITED SERVICES CREDIT UNION PROFIT SHARING AND SAVINGS PLAN is approximately $4,119.00

In 2021, 1ST UNITED SERVICES CREDIT UNION PROFIT SHARING AND SAVINGS PLAN allocates $856,904.00 to match its employees' contributions, providing an employer match rate of 68.67% of their contributions

In 2021, the total retirement plan asset growth rate of 1ST UNITED SERVICES CREDIT UNION PROFIT SHARING AND SAVINGS PLAN is 17.81%

In 2021, the estimated aggregate retirement account investment gain/loss for 1ST UNITED SERVICES CREDIT UNION PROFIT SHARING AND SAVINGS PLAN is 13.93%. This measures the effectiveness of the plan participants' investments in the year.

In 2021, the investment and administrative expense ratio of 1ST UNITED SERVICES CREDIT UNION PROFIT SHARING AND SAVINGS PLAN is 0.01%.

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