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Company:
Axcess Financial Services, Inc.
Plan:
The Axcess Financial 401k Plan
 

Axcess Financial Services, Inc.

45 Plan: The Axcess Financial 401k Plan

 
 
45
32
63
88
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 (45) and the top rated plan (88) could equate to:
[How is this calculated?]
19 additional years of work
Up to $305,000 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

The Axcess Financial 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 45. The Axcess Financial 401k Plan currently has over 2,500 active participants and over $9.3M in plan assets.

 

 Retirement Plan Details

Address 7755 Montgomery Road
Suite 400
Cincinnati, OH 45236 
Industry All Other Nondepository Credit Intermediation
Administrator Yvonne Becker
Net Plan Assets $9,280,000
Total Participants 2,500
Avg Account Balance $3,700

 Top 3 Funds in this 401k

1. Fidelity Retirement Money Market 24%
2. Fidelity Contrafund 19%
3. Fidelity International Discovery 7%

  Plan Service Provider

Auditor Clark, Schaefer, Hackett & Co.

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