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Company:
Stein, Inc.
Plan:
Stein, Inc. Employees 401k Profit Sharing Plan and Trust
 

Stein, Inc.

63 Plan:

 
 
63
34
70
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (63) and the top rated plan (90) could equate to:
[How is this calculated?]
16 additional years of work
Up to $195,000 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

Stein, Inc. Employees 401k Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 63. This plan is in the top 15% of plans for Participation Rate. Stein, Inc. Employees 401k Profit Sharing Plan and Trust currently has over 100 active participants and over $8.7M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 1929 E Royalton Rd
Broadview Heights, OH 44147-2809 
Industry Mining, Quarrying, and Oil and Gas Extraction
Administrator David Holvey
Net Plan Assets $8,720,000
Total Participants 150
Avg Account Balance $61,000

 Compare Other Companies in Peer Group

Rock of Ages 71.3
The Barton Group 70.1
Washington Mills Management 68.7
Mellott Company 64.4
S. M. Lorusso & Sons 64.0
Texas United 62.1

 Top 3 Funds in this 401k

1. PIMCO Total Return 26%
2. Prudential Guaranteed Income Fund 25%
3. Eaton Vance Large-Cap Value 9%

  Plan Service Providers

Insurance Carrier Prudential
Insurance Advisor/Broker UBS
Administration Prudential
Recordkeeper Prudential
Recordkeeper AllianceBernstein
Auditor Thornhill Financial

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