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

A-Affordable Insurance Agency

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

 
 
56
13
69
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 32 point difference between this plan's BrightScope Rating (56) and the top rated plan (88) could equate to:
[How is this calculated?]
16 additional years of work
Up to $201,600 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

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 56. A-Affordable Insurance 401k Profit Sharing Plan & Trust currently has over 100 active participants and over $837.7K in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
23
Plan Average: 24
Top 3 Funds in this 401k
1. BlackRock Global Allocation 17%
2. BlackRock Fundamental Growth 13%
3. Oppenheimer Real Estate 11%

 Retirement Plan Details

Address 114 Concord Street
Framingham, MA 01702 
Industry Insurance Agencies and Brokerages
Administrator Larry Smith
Net Plan Assets $840,000
Total Participants 180
Avg Account Balance $6,600

 Compare Other Companies in Peer Group

Varney 61.2
Andesa Services 53.4
Byron Udell & Associates 52.2
Hereford Insurance Company 51.6
Al Boenker Insurance Agency 50.1
DMA Claims 47.1

  Plan Service Providers

Administration Vlp Corporate Services, LLC
Recordkeeper Vlp Corporate Services, LLC
Auditor Richard J. Gross, CPA's

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