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Company:
Southern California Risk Management Associates, Inc.
Plan:
Southern California Risk Management, Inc. 401k Plan
 

Southern California Risk Management Associates, Inc.

49 Plan: Southern California Risk Management, Inc. 401k Plan

 
 
49
20
58
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 36 point difference between this plan's BrightScope Rating (49) and the top rated plan (85) could equate to:
[How is this calculated?]
17 additional years of work
Up to $222,000 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

Southern California Risk Management, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 49. This plan is in the top 15% of plans for Investment Menu Quality. Southern California Risk Management, Inc. 401k Plan currently has over 100 active participants and over $2.0M in plan assets.

 

 Retirement Plan Details

Address 313 E Foothill Blvd
Upland, CA 91786-3952 
Industry All Other Personal Services
Administrator Richard Taketa
Net Plan Assets $1,960,000
Total Participants 170
Avg Account Balance $12,000

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Balanced 18%
2. John Hancock Funds II Lifestyle Aggressive 11%
3. John Hancock Funds II Lifestyle Growth 10%

  Plan Service Providers

Auditor White Nelson
Insurance Carrier John Hancock
Insurance Advisor/Broker Twenty Twenty Insurance Services

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