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Company:
Kay and Associates
Plan:
Kay and Associates Profit Sharing and Retirement Savings Plan
 

Kay and Associates

45 Plan: Kay and Associates Profit Sharing and Retirement Savings Plan

 
 
45
13
59
80
0
10
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30
40
50
60
70
80
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100
For the average 401k participant, the 35 point difference between this plan's BrightScope Rating (45) and the top rated plan (80) could equate to:
[How is this calculated?]
15 additional years of work
Up to $242,700 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

Kay and Associates Profit Sharing and Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 45. This plan is in the top 35% of plans for Investment Menu Quality and Salary Deferral. Kay and Associates Profit Sharing and Retirement Savings Plan currently has over 300 active participants and over $4.1M in plan assets.

 

 Retirement Plan Details

Address 165 N Arlington Heights Rd Ste 150
Buffalo Grove, IL 60089-1783 
Industry All Other Professional, Scientific, and Technical Services
Administrator Dianna K. Heinz
Net Plan Assets $4,120,000
Total Participants 330
Avg Account Balance $12,000

 Top 3 Funds in this 401k

1. Morley Stable Value Fund 21%
2. Oppenheimer Global Allocation 14%
3. Artio International Equity 13%

  Plan Service Providers

Auditor Corbett, Duncan & Hubley, Pc
Corporate Trustee Wilmington Trust Corp.
Recordkeeper Milliman
Investment Adviser Francis Investment Counsel LLC

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