FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PROFIT SHARING PL

Plan Contact

  • Address: 7101 EAST 56TH STREET,INDIANAPOLIS,IN
  • Contact person: CHRISTINE STEFANI
  • Phone: (317) 916-6263

Plan General Information

FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PROFIT SHARING PL Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PROFIT SHARING PL is $14,762,742.00.This plan was established in 2022.

FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PROFIT SHARING PL Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PROFIT SHARING PL is 223

FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PROFIT SHARING PL Average Participant Retirement Account Value

In 2021, the average participant retirement account value for FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PROFIT SHARING PL is $66,200.00

FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PROFIT SHARING PL Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PROFIT SHARING PL is $4,013.00.

FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PROFIT SHARING PL Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PROFIT SHARING PL is approximately $1,630.00
Investing in this additonal $1,630.00 for 20 years would give you extra $104,347.00, assuming a 10% annual return.

FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PROFIT SHARING PL Total Employer Contribution and Match Rate

In 2021, FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PROFIT SHARING PL allocates $363,586.00 to match its employees' contributions, providing an employer match rate of 40.62% of their contributions

FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PROFIT SHARING PL Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PROFIT SHARING PL is 20.49%.

FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PROFIT SHARING PL Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PROFIT SHARING PL is 14.06%. This measures the effectiveness of the plan participants' investments in the year.

FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PROFIT SHARING PL Expense Ratio

In 2021, the investment and administrative expense ratio of FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PROFIT SHARING PL is 0.28%.

Enrollment Features

FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PROFIT SHARING PL 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.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …