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Company:
Gale Associates, Inc.
Plan:
Gale Associates, Inc. 401k Profit Sharing Plan and Trust
 

Gale Associates, Inc.

70 Plan: Gale Associates, Inc. 401k Profit Sharing Plan and Trust

 
 
70
28
73
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (70) and the top rated plan (88) could equate to:
[How is this calculated?]
11 additional years of work
Up to $72,100 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Gale Associates, Inc. 401k Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 15% of plans for Account Balances. Gale Associates, Inc. 401k Profit Sharing Plan and Trust currently has over 100 active participants and over $9.0M in plan assets.


 Investment Menu Statistics

No. of Investment Options
12
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. T. Rowe Price Retirement 2035 42%
2. T. Rowe Price Retirement 2010 15%
3. T. Rowe Price Retirement 2020 11%

 Retirement Plan Details

Address P.O. Box 890189
Weymouth, MA 02189 
Industry Engineering Services
Administrator Scott Smith
Net Plan Assets $8,970,000
Total Participants 120
Avg Account Balance $100,000

 
Plan Service Providers

Recordkeeper Fidelity
Auditor Qrga, LLP