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Company:
Specialized Loan Servicing LLC
Plan:
Specialized Loan Servicing 401k Retirement Savings Plan
 

Specialized Loan Servicing LLC

55 Plan: Specialized Loan Servicing 401k Retirement Savings Plan

 
 
55
23
60
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 33 point difference between this plan's BrightScope Rating (55) and the top rated plan (88) could equate to:
[How is this calculated?]
16 additional years of work
Up to $177,500 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

Specialized Loan Servicing 401k Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 55. Specialized Loan Servicing 401k Retirement Savings Plan currently has over 400 active participants and over $3.1M in plan assets.

 

 Retirement Plan Details

Address 8742 Lucent Boulevard Suite 300
Highlands Ranch, CO 80129 
Industry Finance and Insurance
Administrator Jamie Urie
Sponsor Toby Wells
Net Plan Assets $3,140,000
Total Participants 490
Avg Account Balance $6,500

 Top 3 Funds in this 401k

1. Maxim S&P 500 Index 9%
2. Maxim Index 600 Portfolio 8%
3. PIMCO Total Return 7%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Insurance Carrier Great-West Life
Insurance Advisor/Broker GCG Financial, Inc.
Insurance Advisor/Broker Securian Financial Group, Inc.
Auditor PMB Helin Donovan, LLP

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