403(b) Thrift Plan For Employees Of Union Settlement Association, Inc.

Wealthminder's Take

403(b) Thrift Plan For Employees Of Union Settlement Association, Inc. at Union Settlement Association, Inc. in the Health Care and Social Assistance industry has 29 investment options, and a total of $1,705,654.00 in assets. With 212 participants, the 403(b) Thrift Plan For Employees Of Union Settlement Association, Inc. has an average balance per participant of $8,045.54.

Plan Ratings
Compared to other Health Care and Social Assistance plans
Wealthminder Rating
5
48
Your Plan
89

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
39
Company Match Level
67
Employee Participation Rate
68
Employee Contribution Level
33
Average Balance Size
11
Union Settlement Association, Inc. Details
Address
237 East 104th Street
New York, NY 10029
Telephone
212-828-6000
Total Assets
$1,705,654.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
212
Plan Investment Options
Name
Sponsor
Current Value
Mutual Of America 2045 Retirement F
Mutual Of America Life Insurance Company
$159,603.00
Fidelity Vip Mid Cap Portfolio
Mutual Of America Life Insurance Company
$133,184.00
Mutual Of America Moderate Allocati
Mutual Of America Life Insurance Company
$111,047.00
Mutual Of America 2030 Retirement F
Mutual Of America Life Insurance Company
$85,576.00
Mutual Of America Mid-cap Equity In
Mutual Of America Life Insurance Company
$83,345.00
Mutual Of America 2020 Retirement F
Mutual Of America Life Insurance Company
$81,938.00
Vanguard Vif Diversified Value Port
Mutual Of America Life Insurance Company
$77,672.00
Mutual Of America Equity Index Fund
Mutual Of America Life Insurance Company
$71,040.00
Vanguard Vif International Portfoli
Mutual Of America Life Insurance Company
$69,351.00
Fidelity Vip Contrafund Portfolio
Mutual Of America Life Insurance Company
$64,162.00
Mutual Of America 2025 Retirement F
Mutual Of America Life Insurance Company
$64,055.00
Mutual Of America Small Cap Value F
Mutual Of America Life Insurance Company
$48,198.00
Mutual Of America 2040 Retirement F
Mutual Of America Life Insurance Company
$41,667.00
Mutual Of America Money Market Fund
Mutual Of America Life Insurance Company
$36,088.00
American Century Vp Capital Appreci
Mutual Of America Life Insurance Company
$34,647.00
Mutual Of America Bond Fund
Mutual Of America Life Insurance Company
$33,718.00
Mutual Of America 2035 Retirement F
Mutual Of America Life Insurance Company
$32,690.00
Mutual Of America 2015 Retirement F
Mutual Of America Life Insurance Company
$23,185.00
Fidelity Vip Equity-income Portfoli
Mutual Of America Life Insurance Company
$17,639.00
Mutual Of America Small Cap Growth
Mutual Of America Life Insurance Company
$16,375.00
Mutual Of America Mid-term Bond Fun
Mutual Of America Life Insurance Company
$11,944.00
Mutual Of America Conservative Allo
Mutual Of America Life Insurance Company
$11,460.00
Mutual Of America Aggressive Alloca
Mutual Of America Life Insurance Company
$5,881.00
Mutual Of America 2050 Retirement F
Mutual Of America Life Insurance Company
$5,169.00
Fidelity Vip Asset Manager Portfoli
Mutual Of America Life Insurance Company
$2,263.00
Mutual Of America Mid Cap Value Fun
Mutual Of America Life Insurance Company
$2,127.00
Deutsche Variable Series I Capital
Mutual Of America Life Insurance Company
$1,680.00
Mutual Of America International Fun
Mutual Of America Life Insurance Company
$137.00
Mutual Of America Retirement Income
Mutual Of America Life Insurance Company
$66.00
Service Providers
  • Fidelity Management & Research Co.
  • The Vanguard Group, Inc.
  • Deutsche Investment Management Amer
  • Oppenheimer Funds, Inc.
  • American Century Investment Mgt
  • Calvert Investment Management, Inc.
  • Capital Research And Management Co
  • Pimco
  • T. Rowe Price Associates, Inc
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