VANTAGE WEST CREDIT UNION 401(K) PLAN

Overview

Plan Contact

  • Address: 2480 NORTH ARCADIA AVENUE,TUCSON,AZ
  • Contact person: TAMI DELANEY
  • Phone: (520) 917-6207

Plan General Information


At the end of 2022, the total retirement plan assets of VANTAGE WEST CREDIT UNION 401(K) PLAN is $45,092,022.This plan was established in 1997.

At the end of 2022, the total number of retirement plan participants in VANTAGE WEST CREDIT UNION 401(K) PLAN is 638

In 2022, the average participant retirement account value for VANTAGE WEST CREDIT UNION 401(K) PLAN is $70,677

In 2022, the estimated average employee contribution amount per participant for VANTAGE WEST CREDIT UNION 401(K) PLAN is $4,097

In 2022, the estimated average employer match for an employee in VANTAGE WEST CREDIT UNION 401(K) PLAN is approximately $3,558

In 2022, VANTAGE WEST CREDIT UNION 401(K) PLAN allocates $2,270,318 to match its employees’ contributions, providing an employer match rate of 76.11% of their contributions

In 2022, the total retirement plan asset growth rate of VANTAGE WEST CREDIT UNION 401(K) PLAN is -12.67%

In 2022, the estimated aggregate retirement account investment gain/loss for VANTAGE WEST CREDIT UNION 401(K) PLAN is -17.24%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of VANTAGE WEST CREDIT UNION 401(K) PLAN is 0.25%.

Enrollment Features

VANTAGE WEST CREDIT UNION 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.