Home  >   401k Directory   >   Kaloti Wholesale, Inc.
 
Company:
Kaloti Wholesale, Inc.
Plan:
Kaloti Enterprises 401K Plan
 

Kaloti Wholesale, Inc.

53 Plan: Kaloti Enterprises 401K Plan

 
 
53
30
71
92
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 39 point difference between this plan's BrightScope Rating (53) and the top rated plan (92) could equate to:
[How is this calculated?]
21 additional years of work
Up to $302,300 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

Kaloti Enterprises 401K Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 53. This plan is in the top 35% of plans for Investment Menu Quality. Kaloti Enterprises 401K Plan currently has over 100 active participants and over $2.2M in plan assets.

 

 Retirement Plan Details

Address 5475 South West Ridge Court
New Berlin, WI 53151 
Industry All Other Personal Services
Administrator Donald E Kressin
Net Plan Assets $2,220,000
Total Participants 120
Avg Account Balance $18,000

 Top 3 Funds in this 401k

1. ING PIMCO Total Return 26%
2. Lord Abbett Bond-Debenture 18%
3. BlackRock Equity Dividend 12%

  Plan Service Providers

Recordkeeper ING
Investment Adviser Morgan Stanley Smith Barney
Auditor Suby, Von Haden & Associates

 Comments