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Company:
Callos Management Company, Inc.
Plan:
Callos Professional Employment 401k Retirement Plan
 

Callos Management Company, Inc.

57 Plan: Callos Professional Employment 401k Retirement Plan

 
 
57
16
58
83
0
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100
For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (57) and the top rated plan (83) could equate to:
[How is this calculated?]
12 additional years of work
Up to $188,100 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

Callos Professional Employment 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 57. This plan is in the top 15% of plans for Investment Menu Quality. Callos Professional Employment 401k Retirement Plan currently has over 300 active participants and over $4.7M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
63
Plan Average: 24
Top 3 Funds in this 401k
1. Lincoln Financial Short Term (SA14) 8%
2. BlackRock Energy & Resources 7%
3. Lincoln Financial Fixed Account 7%

 Retirement Plan Details

Address 5083 Market Street
Youngstown, OH 44512 
Industry All Other Professional, Scientific, and Technical Services
Administrator Patrick Gulling
Net Plan Assets $4,730,000
Total Participants 300
Avg Account Balance $18,000

  Plan Service Providers

Insurance Carrier Lincoln Financial
Insurance Advisor/Broker LPL Financial Corp. (NRP)
Insurance Advisor/Broker Employers Select Plan Agency
Insurance Advisor/Broker Commonwealth Financial Network
Insurance Advisor/Broker Lincoln Financial
Recordkeeper Applied Plan Administrators
Administration Lincoln Financial
Auditor Hill, Barth & King, LLC

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