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Company:
Kapnick and Company, Inc.
Plan:
Kapnick And Company, Inc. Profit Sharing and Thrift Savings Plan And Trust
 

Kapnick and Company, Inc.

78 Plan: Kapnick And Company, Inc. Profit Sharing and Thrift Savings Plan And Trust

 
 
78
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70
85
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For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (78) and the top rated plan (85) could equate to:
[How is this calculated?]
4 additional years of work
Up to $55,600 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

Kapnick And Company, Inc. Profit Sharing and Thrift Savings Plan And Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 78. This plan is in the top 15% of plans for Account Balances. Kapnick And Company, Inc. Profit Sharing and Thrift Savings Plan And Trust currently has over 100 active participants and over $12.1M in plan assets.

 

 Retirement Plan Details

Address 333 Industrial Dr., P.O. Box 1801
Adrian, MI 49221-7801 
Industry Insurance Agencies and Brokerages
Administrator Michael Kapnick
Sponsor Marne Davies
Net Plan Assets $12,100,000
Total Participants 140
Avg Account Balance $85,000

 Compare Other Companies in Peer Group

LISI 82.0
Cool Insuring Agency 78.9
McGohan Brabender 74.9
The Daniel and Henry Co. 74.8
Fred C. Church 73.6
JRD Management 56.3

 Top 3 Funds in this 401k

1. Reliance Trust Portfolios 29%
2. PIMCO Total Return 12%
3. Vanguard 500 Index 9%

  Plan Service Providers

Recordkeeper The Standard
Auditor Gross, Puckey, Gruel & Roof, P.C.

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