VALLEY STRONG CREDIT UNION PLAN AND TRUST
Plan Contact
- Address: 11500 BOLTHOUSE DR,BAKERSFIELD,CA
- Contact person: JENNIFER HAGENSTON
- Phone: (661) 833-7900
Plan General Information
VALLEY STRONG CREDIT UNION PLAN AND TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of VALLEY STRONG CREDIT UNION PLAN AND TRUST is $41,572,663.00.This plan was established in 2004.
VALLEY STRONG CREDIT UNION PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in VALLEY STRONG CREDIT UNION PLAN AND TRUST is 715
VALLEY STRONG CREDIT UNION PLAN AND TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for VALLEY STRONG CREDIT UNION PLAN AND TRUST is $58,143.00
VALLEY STRONG CREDIT UNION PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for VALLEY STRONG CREDIT UNION PLAN AND TRUST is $4,670.00.
VALLEY STRONG CREDIT UNION PLAN AND TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in VALLEY STRONG CREDIT UNION PLAN AND TRUST is approximately $3,174.00
Investing in this additonal $3,174.00 for 20 years would give you extra $203,143.00, assuming a 10% annual return.
Investing in this additonal $3,174.00 for 20 years would give you extra $203,143.00, assuming a 10% annual return.
VALLEY STRONG CREDIT UNION PLAN AND TRUST Total Employer Contribution and Match Rate
In 2023, VALLEY STRONG CREDIT UNION PLAN AND TRUST allocates $2,269,496.00 to match its employees' contributions, providing an employer match rate of 72.47% of their contributions
VALLEY STRONG CREDIT UNION PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of VALLEY STRONG CREDIT UNION PLAN AND TRUST is 26.57%.
VALLEY STRONG CREDIT UNION PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for VALLEY STRONG CREDIT UNION PLAN AND TRUST is 16.96%. This measures the effectiveness of the plan participants' investments in the year.
VALLEY STRONG CREDIT UNION PLAN AND TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of VALLEY STRONG CREDIT UNION PLAN AND TRUST is 0.05%.
Enrollment Features
VALLEY STRONG CREDIT UNION PLAN AND TRUST 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.
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