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Company:
The Scottsdale Company
Plan:
The Lutgert Companies' Retirement Plan
 

The Scottsdale Company

51 Plan: The Lutgert Companies' Retirement Plan

 
 
51
29
60
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 34 point difference between this plan's BrightScope Rating (51) and the top rated plan (85) could equate to:
[How is this calculated?]
16 additional years of work
Up to $197,400 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

The Lutgert Companies' Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 51. The Lutgert Companies' Retirement Plan currently has over 600 active participants and over $11.4M in plan assets.

 

 Retirement Plan Details

Address 4200 Gulf Shore Boulevard N
Naples, FL 34103 
Industry Other Activities Related to Real Estate
Administrator Howard Gutman
Net Plan Assets $11,400,000
Total Participants 670
Avg Account Balance $17,000

 Top 3 Funds in this 401k

1. Transamerica Stable Value Fund 20%
2. Transamerica Morgan Stanley Growth Opportunities 10%
3. Oppenheimer Global 6%

  Plan Service Providers

Insurance Carrier Transamerica
Recordkeeper Transamerica
Auditor Blackman Kallick Bartelstein, LLP

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