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Company:
Sagamore Plumbing & Heating, Inc.
Plan:
Sagamore Plumbing & Heating, Inc. 401k Profit Sharing Plan
 

Sagamore Plumbing & Heating, Inc.

60 Plan: Sagamore Plumbing & Heating, Inc. 401k Profit Sharing Plan

 
 
60
21
63
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (60) and the top rated plan (86) could equate to:
[How is this calculated?]
13 additional years of work
Up to $152,600 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

Sagamore Plumbing & Heating, Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 60. This plan is in the top 15% of plans for Investment Menu Quality. Sagamore Plumbing & Heating, Inc. 401k Profit Sharing Plan currently has over 200 active participants and over $6.8M in plan assets.

 

 Retirement Plan Details

Address 90 Libbey Industrial Parkway
Weymouth, MA 02189 
Industry Plumbing, Heating, and Air-Conditioning Contractors
Administrator Joseph Gates
Net Plan Assets $6,760,000
Total Participants 220
Avg Account Balance $32,000

 Top 3 Funds in this 401k

1. American Funds EuroPacific Growth 16%
2. Great-West Life Guaranteed Portfolio Fund 13%
3. PIMCO Total Return 11%

  Plan Service Providers

Insurance Carrier Great-West Life
Insurance Advisor/Broker Christopher J. Delorey
Administration AFC
Auditor KAF Financial

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