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Company:
Affinity Development Group, Inc.
Plan:
Affinity Development Group, Inc. 401k Profit Sharing Plan & Trust
 

Affinity Development Group, Inc.

70 Plan: Affinity Development Group, Inc. 401k Profit Sharing Plan & Trust

 
 
70
39
66
86
0
10
20
30
40
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60
70
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100
For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (70) and the top rated plan (86) could equate to:
[How is this calculated?]
9 additional years of work
Up to $38,900 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

Affinity Development Group, Inc. 401k Profit Sharing Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 15% of plans for Participation Rate. Affinity Development Group, Inc. 401k Profit Sharing Plan & Trust currently has over 100 active participants and over $5.3M in plan assets.

 

 Retirement Plan Details

Address 10251 Vista Sorrento Pkwy, Ste. 300
San Diego, CA 92121 
Industry Information
Administrator Greg Siebenthal
Net Plan Assets $5,310,000
Total Participants 160
Avg Account Balance $33,000

 Top 3 Funds in this 401k

1. Self-Directed Brokerage Accounts 41%
2. American Century Growth 9%
3. American Century Strategic Allocation: Aggressive 8%

  Plan Service Providers

Administration Tri-Ad
Recordkeeper Tri-Ad
Auditor Dennis & Dennis Chartered, CPA's

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