TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN

Plan Contact

  • Address: ONE TRAVIS WAY,VACAVILLE,CA
  • Contact person: SUSAN MACFARLANE
  • Phone: (707) 469-1634

Plan General Information

TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN is $66,209,336.00.This plan was established in 1991.

TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN is 856

TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN is $77,347.00

TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN is $4,243.00.

TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN is approximately $2,630.00
Investing in this additonal $2,630.00 for 20 years would give you extra $168,365.00, assuming a 10% annual return.

TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN allocates $2,251,889.00 to match its employees' contributions, providing an employer match rate of 61.07% of their contributions

TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN is 19.78%.

TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN is 16.50%. This measures the effectiveness of the plan participants' investments in the year.

TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN is 0.12%.

Enrollment Features

TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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