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Company:
Z & E Management, Inc.
Plan:
Blue Haven Employees' 401k Plan
 

Z & E Management, Inc.

61 Plan: Blue Haven Employees' 401k Plan

 
 
61
35
59
79
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 (61) and the top rated plan (79) could equate to:
[How is this calculated?]
9 additional years of work
Up to $71,000 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

Blue Haven Employees' 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 61. This plan is in the top 35% of plans for Company Generosity and Salary Deferral. Blue Haven Employees' 401k Plan currently has over 500 active participants and over $6.5M in plan assets.

 

 Retirement Plan Details

Address 636 Broadway Ste 310
San Diego, CA 92101-5410 
Industry Retail Trade
Administrator Angie Verlodlmartins
Net Plan Assets $6,540,000
Total Participants 530
Avg Account Balance $12,000

 Compare Other Companies in Peer Group

Wheeler Machinery Co. 70.4
Meadows Farms 59.2
Heritage Capital 58.4
HCI Ho-Chunk 54.3
Atwood Distributing L.P. 51.2
800-JR Cigar 48.5

 Top 3 Funds in this 401k

1. Invesco Van Kampen Comstock 16%
2. Legg Mason Batterymarch S&P 500 Index 14%
3. Pioneer Fund 14%

  Plan Service Provider

Auditor Payne Falkner Smith & Jones Pc

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