Home  >   401k Directory   >   Success Management Group, LLC
 
Company:
Success Management Group, LLC
Plan:
Success Management Group 401k Plan
 

Success Management Group, LLC

42 Plan: Success Management Group 401k Plan

 
 
42
9
67
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 43 point difference between this plan's BrightScope Rating (42) and the top rated plan (85) could equate to:
[How is this calculated?]
19 additional years of work
Up to $308,400 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

Success Management Group 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 42. This plan is in the top 15% of plans for Investment Menu Quality. Success Management Group 401k Plan currently has over 100 active participants and over $161.8K in plan assets.

 

 Retirement Plan Details

Address 1071 Pemberton Hill Road Suite 202
Apex, NC 27502 
Industry Office Administrative Services
Administrator Jonathan Lussier
Net Plan Assets $160,000
Total Participants 120
Avg Account Balance $1,400

 Top 3 Funds in this 401k

1. Maxim Lifetime 2025 II 30%
2. Maxim Lifetime 2035 II 24%
3. Maxim Lifetime 2045 II 8%

  Plan Service Providers

Insurance Carrier Great-West Life
Insurance Advisor/Broker Capital Analysts, Inc
Auditor Batchelor, Tillery & Roberts LLP

 Comments