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Company:
Ash Brokerage Corporation
Plan:
Ash Brokerage Corporation 401k Retirement Plan
 

Ash Brokerage Corporation

68 Plan: Ash Brokerage Corporation 401k Retirement Plan

 
 
68
37
71
84
0
10
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100
For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (68) and the top rated plan (84) could equate to:
[How is this calculated?]
7 additional years of work
Up to $128,000 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

Ash Brokerage Corporation 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 68. This plan is in the top 35% of plans for Participation Rate. Ash Brokerage Corporation 401k Retirement Plan currently has over 300 active participants and over $7.1M in plan assets.

 

 Retirement Plan Details

Address 7609 West Jefferson Blvd.
Fort Wayne, IN 46804 
Industry Insurance Agencies and Brokerages
Administrator Gina M. Wenger
Net Plan Assets $7,110,000
Total Participants 340
Avg Account Balance $21,000

 Top 3 Funds in this 401k

1. DFA US Small Cap Value 15%
2. DFA US Large Cap Value III 13%
3. DFA Five-Year Global Fixed Income 12%

  Plan Service Providers

Investment Adviser Capstone Holdings, Inc.
Auditor Crowe Horwath LLP

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