WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN
Plan Contact
- Address: PO BOX 37,WHITEFISH,MT
- Contact person: CHERYL MINTZ
- Phone: (406) 862-3525
Plan General Information
WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN is $7,499,262.00.This plan was established in 1973.
WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN is 256
WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN is $29,293.00
WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN is approximately $3,262.00
Investing in this additonal $3,262.00 for 20 years would give you extra $208,788.00, assuming a 10% annual return.
Investing in this additonal $3,262.00 for 20 years would give you extra $208,788.00, assuming a 10% annual return.
WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN is 8.02%.
WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN is 16.82%. This measures the effectiveness of the plan participants' investments in the year.
WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN is 0.42%.
Enrollment Features
WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION 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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