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Company:
Special Tree, Ltd.
Plan:
Special Tree, Ltd. Employees' Salary Savings and Retirement Plan
 

Special Tree, Ltd.

54 Plan: Special Tree, Ltd. Employees' Salary Savings and Retirement Plan

 
 
54
11
63
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 36 point difference between this plan's BrightScope Rating (54) and the top rated plan (90) could equate to:
[How is this calculated?]
20 additional years of work
Up to $213,400 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

Special Tree, Ltd. Employees' Salary Savings and Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 54. This plan is in the top 15% of plans for Investment Menu Quality. Special Tree, Ltd. Employees' Salary Savings and Retirement Plan currently has over 400 active participants and over $5.0M in plan assets.

 

 Retirement Plan Details

Address 16018 South Huron River Drive
Romulus, MI 48174 
Industry Outpatient Mental Health and Substance Abuse Centers
Administrator James Hall
Sponsor Joseph Richert
Net Plan Assets $5,040,000
Total Participants 450
Avg Account Balance $11,000

 Top 3 Funds in this 401k

1. MetLife Stable Value Fund 13%
2. American Funds Growth Fund of America 10%
3. American Funds American Balanced 10%

  Plan Service Providers

Recordkeeper DailyAccess Corporation
Consultant DailyAccess Corporation
Investment Adviser Raymond James
Auditor Plante & Moran, PLLC

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