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By Appointment Only
Plan:
By Appointment Only 401k Plan
 

By Appointment Only

53 Plan: By Appointment Only 401k Plan

 
 
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84
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For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (53) and the top rated plan (84) could equate to:
[How is this calculated?]
14 additional years of work
Up to $228,300 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

By Appointment Only 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. By Appointment Only 401k Plan currently has over 100 active participants and over $2.1M in plan assets.

 

 Retirement Plan Details

Address 30 Corporate Dr
Burlington, MA 01803 
Industry Administrative and Support and Waste Management and Remediation Services
Administrator Linda Metzger
Net Plan Assets $2,050,000
Total Participants 180
Avg Account Balance $11,000

 Compare Other Companies in Peer Group

Global Compliance Services 63.0
Datamatx 53.2
Sertec 51.1
Direct Mail Processors 50.8
T.M. Polyfilm 48.4
Access Worldwide Communications 26.9

 Top 3 Funds in this 401k

1. Fidelity Advisor Freedom 2020 11%
2. Oppenheimer Developing Markets 10%
3. Fidelity Advisor Freedom 2040 9%

  Plan Service Providers

Recordkeeper Nationwide
Administration Summit Financial Corporation
Auditor Gray, Gray & Gray

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