WASATCH PEAKS FEDERAL CREDIT UNION 401(K) PLAN & TRUST
Plan Contact
- Address: 4723 HARRISON BOULEVARD,OGDEN,UT
- Phone: (801) 627-8700
Plan General Information
WASATCH PEAKS FEDERAL CREDIT UNION 401(K) PLAN & TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of WASATCH PEAKS FEDERAL CREDIT UNION 401(K) PLAN & TRUST is $8,739,492.00.This plan was established in 1995.
WASATCH PEAKS FEDERAL CREDIT UNION 401(K) PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in WASATCH PEAKS FEDERAL CREDIT UNION 401(K) PLAN & TRUST is 154
WASATCH PEAKS FEDERAL CREDIT UNION 401(K) PLAN & TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for WASATCH PEAKS FEDERAL CREDIT UNION 401(K) PLAN & TRUST is $56,749.00
WASATCH PEAKS FEDERAL CREDIT UNION 401(K) PLAN & TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for WASATCH PEAKS FEDERAL CREDIT UNION 401(K) PLAN & TRUST is $3,512.00.
WASATCH PEAKS FEDERAL CREDIT UNION 401(K) PLAN & TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in WASATCH PEAKS FEDERAL CREDIT UNION 401(K) PLAN & TRUST is approximately $2,160.00
Investing in this additonal $2,160.00 for 20 years would give you extra $138,278.00, assuming a 10% annual return.
Investing in this additonal $2,160.00 for 20 years would give you extra $138,278.00, assuming a 10% annual return.
WASATCH PEAKS FEDERAL CREDIT UNION 401(K) PLAN & TRUST Total Employer Contribution and Match Rate
In 2023, WASATCH PEAKS FEDERAL CREDIT UNION 401(K) PLAN & TRUST allocates $332,732.00 to match its employees' contributions, providing an employer match rate of 67.90% of their contributions
WASATCH PEAKS FEDERAL CREDIT UNION 401(K) PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of WASATCH PEAKS FEDERAL CREDIT UNION 401(K) PLAN & TRUST is 25.53%.
WASATCH PEAKS FEDERAL CREDIT UNION 401(K) PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for WASATCH PEAKS FEDERAL CREDIT UNION 401(K) PLAN & TRUST is 16.85%. This measures the effectiveness of the plan participants' investments in the year.
WASATCH PEAKS FEDERAL CREDIT UNION 401(K) PLAN & TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of WASATCH PEAKS FEDERAL CREDIT UNION 401(K) PLAN & TRUST is 0.62%.
Enrollment Features
WASATCH PEAKS FEDERAL CREDIT UNION 401(K) PLAN & TRUST has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- Public Pay Might Be Higher Than You Think (Once You Do the Math)
- Why Managing Volatility Matters
- Stock Compensation 101: How People Build Wealth (or Blow It)
- Retirement Plan Contribution Limits in 2024
- How to Take Advantage of Your ESPP (Employer Stock Purchase Plan)
- June 2025 MyPlanIQ Portfolio Update
- How to Benefit from Your ESPP (Employer Stock Purchase Plan)
- Simple 401(k) Investment Guide
- Why Actively Managed Bond Funds Outperform Index Funds More Often Than Stocks
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 ...