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Company:
Ameriquest Mortgage Company
Plan:
Ameriquest Mortgage 401k Plan
 

Ameriquest Mortgage Company

78 Plan: Ameriquest Mortgage 401k Plan

 
 
78
38
68
87
0
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For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (78) and the top rated plan (87) could equate to:
[How is this calculated?]
6 additional years of work
Up to $88,400 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

Ameriquest Mortgage 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 78, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Salary Deferral. Ameriquest Mortgage 401k Plan currently has over 1,100 active participants and over $36.6M in plan assets.

 

 Retirement Plan Details

Address 2677 N. Main Street, Suite 1050
Santa Ana, CA 92705 
Industry Real Estate Credit
Administrator Lori Grigg
Net Plan Assets $36,600,000
Total Participants 1,100
Avg Account Balance $33,000

 Top 3 Funds in this 401k

1. Putnam Money Market 17%
2. PIMCO Total Return 15%
3. Putnam Voyager 11%

  Plan Service Providers

Corporate Trustee Mercer
Recordkeeper Mercer
Auditor Lesley, Thomas, Schwarz & Postma

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