Home  >   401k Directory   >   S.R. Weiner & Associates, Inc.
 
Company:
S.R. Weiner & Associates, Inc.
Plan:
S.R. Weiner & Associates, Inc. 401k and Profit Sharing Plan
 

S.R. Weiner & Associates, Inc.

74 Plan: S.R. Weiner & Associates, Inc. 401k and Profit Sharing Plan

 
 
74
11
67
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (74) and the top rated plan (88) could equate to:
[How is this calculated?]
9 additional years of work
Up to $21,100 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

S.R. Weiner & Associates, Inc. 401k and Profit Sharing Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 74. This plan is in the top 15% of plans for Salary Deferral. S.R. Weiner & Associates, Inc. 401k and Profit Sharing Plan currently has over 100 active participants and over $8.9M in plan assets.

 

 Retirement Plan Details

Address 1330 Boylston Street, Suite 212
Chestnut Hill, MA 02467 
Industry Lessors of Nonresidential Buildings (except Miniwarehouses)
Administrator Deirdre Geoghegan
Net Plan Assets $8,930,000
Total Participants 130
Avg Account Balance $67,000

 Top 3 Funds in this 401k

1. Fidelity Intermediate Bond 13%
2. Fidelity Blue Chip Growth 11%
3. Fidelity Puritan 9%

  Plan Service Provider

Auditor Braver Pc Accountants & Advisors

 Comments