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Company:
La Valencia Hotel, Ca Ltd Partnership
Plan:
La Valencia - Rancho Valencia 401k Plan
 

La Valencia Hotel, Ca Ltd Partnership

50 Plan: La Valencia - Rancho Valencia 401k Plan

 
 
50
22
47
74
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (50) and the top rated plan (74) could equate to:
[How is this calculated?]
10 additional years of work
Up to $146,900 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

La Valencia - Rancho Valencia 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 50. This plan is in the top 35% of plans for Investment Menu Quality. La Valencia - Rancho Valencia 401k Plan currently has over 400 active participants and over $4.5M in plan assets.

 

 Retirement Plan Details

Address 1132 Prospect St
La Jolla, CA 92037-4533 
Industry Hotels (except Casino Hotels) and Motels
Administrator Ann Young
Sponsor Michael Ullman
Net Plan Assets $4,480,000
Total Participants 500
Avg Account Balance $9,000

 Top 3 Funds in this 401k

1. American Funds Growth Fund of America 24%
2. GE Fixed Income 11%
3. GE Small-Cap Equity 8%

  Plan Service Providers

Administration The Standard
Auditor Kevin A. Hunt, CPA

 Comments