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Company:
SM&A
Plan:
SM&A 401k Plan
 

SM&A

75 Plan: SM&A 401k Plan

 
 
75
44
75
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (75) and the top rated plan (87) could equate to:
[How is this calculated?]
7 additional years of work
Up to $130,700 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

SM&A 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75. This plan is in the top 15% of plans for Investment Menu Quality and Salary Deferral. SM&A 401k Plan currently has over 700 active participants and over $37.0M in plan assets.

 

 Retirement Plan Details

Address 4695 Macarthur Court, 8th Floor
Newport Beach, CA 92660 
Industry Professional, Scientific, and Technical Services
Administrator Craig Christensen
Net Plan Assets $37,000,000
Total Participants 710
Avg Account Balance $52,000

 Top 3 Funds in this 401k

1. Columbia Value & Restructuring 11%
2. Perkins Mid Cap Value 10%
3. Janus Forty 10%

  Plan Service Provider

Auditor KMJ Corbin & Company

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