CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN
Plan Contact
- Address: 2855 E GUASTI RD STE 500,ONTARIO,CA
- Contact person: JANET LEE
- Phone: (877) 744-2835
Plan General Information
CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN is $100,919,699.00.This plan was established in 2002.
CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN is 891
CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN is $113,265.00
CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN is $7,127.00.
CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN is approximately $4,804.00
Investing in this additonal $4,804.00 for 20 years would give you extra $307,475.00, assuming a 10% annual return.
Investing in this additonal $4,804.00 for 20 years would give you extra $307,475.00, assuming a 10% annual return.
CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN Total Employer Contribution and Match Rate
In 2023, CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN allocates $4,280,635.00 to match its employees' contributions, providing an employer match rate of 74.33% of their contributions
CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN is 23.27%.
CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN is 17.14%. This measures the effectiveness of the plan participants' investments in the year.
CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN is 0.16%.
Enrollment Features
CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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