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Company:
OVIS, LLC d/b/a Ojai Valley Inn & Spa
Plan:
Ojai Valley Inn 401k Savings Plan
 

OVIS, LLC d/b/a Ojai Valley Inn & Spa

53 Plan: Ojai Valley Inn 401k Savings Plan

 
 
53
10
50
72
0
10
20
30
40
50
60
70
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100
For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (53) and the top rated plan (72) could equate to:
[How is this calculated?]
8 additional years of work
Up to $123,700 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

Ojai Valley Inn 401k Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 53. Ojai Valley Inn 401k Savings Plan currently has over 400 active participants and over $4.1M in plan assets.

 

 Retirement Plan Details

Address Country Club Road
Ojai, CA 93023 
Industry Hotels (except Casino Hotels) and Motels
Administrator Elizabeth Fajardo
Sponsor Kris Jurgens
Net Plan Assets $4,120,000
Total Participants 490
Avg Account Balance $8,400

 Top 3 Funds in this 401k

1. Prudential Guaranteed Income Fund 14%
2. Turner Large Cap Growth 12%
3. TimesSquare Small Cap Growth 9%

  Plan Service Providers

Auditor Kellogg & Andelson Accountancy Corp
Recordkeeper Prudential
Insurance Carrier Prudential
Insurance Advisor/Broker William J. Shanbrom

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