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Company:
A-Affordable Insurance Agency
Plan:
A-Affordable Insurance 401k Profit Sharing Plan & Trust
 

A-Affordable Insurance Agency

55 Plan: A-Affordable Insurance 401k Profit Sharing Plan & Trust

 
 
55
36
70
86
0
10
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For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (55) and the top rated plan (86) could equate to:
[How is this calculated?]
16 additional years of work
Up to $113,800 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.

 

 Comments

Retirement Plan Description

A-Affordable Insurance 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 55. This plan is in the top 15% of plans for Investment Menu Quality. A-Affordable Insurance 401k Profit Sharing Plan & Trust currently has over 100 active participants and over $641.4K in plan assets.

 Retirement Plan Details

Address 114 Concord St
Framingham, MA 01702-8304 
Industry Insurance Agencies and Brokerages
Administrator Larry E. Smith
Net Plan Assets $640,000
Total Participants 120
Avg Account Balance $5,400

 Top 3 Funds in this 401k

1. Fidelity Advisor Equity Growth 36%
2. Fidelity Advisor Growth Opportunities 22%
3. Fidelity Advisor Equity Income 15%

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