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Company:
S.I.R. Management, Inc.
Plan:
S.I.R. Management, Inc. Retirement Plan And Trust
 

S.I.R. Management, Inc.

50 Plan: S.I.R. Management, Inc. Retirement Plan And Trust

 
 
50
13
46
65
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (50) and the top rated plan (65) could equate to:
[How is this calculated?]
6 additional years of work
Up to $119,600 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

S.I.R. Management, Inc. Retirement Plan And Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 50. This plan is in the top 35% of plans for Investment Menu Quality. S.I.R. Management, Inc. Retirement Plan And Trust currently has over 200 active participants and over $2.8M in plan assets.

 

 Retirement Plan Details

Address 6840 N Lincoln Ave
Lincolnwood, IL 60712-2628 
Industry Health Care and Social Assistance
Administrator Thomas Winter
Net Plan Assets $2,830,000
Total Participants 300
Avg Account Balance $9,600

 Top 3 Funds in this 401k

1. Fidelity Contrafund 16%
2. ING T. Rowe Price Growth Equity 14%
3. Fidelity Advisor Equity Income 10%

  Plan Service Providers

Auditor Kessler, Orlean, Silver & Company
Insurance Carrier ING
Insurance Advisor/Broker Goldstein Financial Corporation
Insurance Advisor/Broker NFP Securities, Inc.

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