Caltech Employees Federal Credit Union 401(k) Plan And Trust

Wealthminder's Take

Caltech Employees Federal Credit Union 401(k) Plan And Trust at Caltech Efcu in the Finance and Insurance industry has an unknown number of investment options, and a total of $10,049,519.00 in assets. With 71 participants, the Caltech Employees Federal Credit Union 401(k) Plan And Trust has an average balance per participant of $141,542.52.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
62
Your Plan
90

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
28
Company Match Level
81
Employee Participation Rate
54
Employee Contribution Level
98
Average Balance Size
95
Caltech Efcu Details
Address
528 Foothill Blvd
La Canada Flintridge, CA 91011-3506
Telephone
818-952-4444
Total Assets
$10,049,519.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
71
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
Want professional advice on your Caltech Employees Federal Credit Union 401(k) Plan And Trust? Request free proposals from financial advisors today.
Do you work at Caltech Efcu? Do you see something that isn't correct in this data or have questions? Please contact us and let us know.