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Company:
Tubman Family Alliance
Plan:
Tubman Family Alliance 401k Plan
 

Tubman Family Alliance

59 Plan:

 
 
59
8
51
79
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (59) and the top rated plan (79) could equate to:
[How is this calculated?]
10 additional years of work
Up to $72,900 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

Tubman Family Alliance 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 59. This plan is in the top 35% of plans for Company Generosity and Investment Menu Quality. Tubman Family Alliance 401k Plan currently has over 100 active participants and over $1.6M in plan assets.

 

 Retirement Plan Details

Address Po Box 854
Lake Elmo, MN 55042-0854 
Industry Health Care and Social Assistance
Administrator Beverly C. Dusso
Net Plan Assets $1,620,000
Total Participants 190
Avg Account Balance $8,800

 Top 3 Funds in this 401k

1. AXA Equitable Guaranteed Interest Account 14%
2. AllianceBernstein Small Cap Growth 11%
3. AllianceBernstein Common Stock Portfolio 11%

  Plan Service Providers

Auditor Baker Tilly
Insurance Carrier AXA Equitable
Insurance Advisor/Broker John C. Kuhrmeyer
Insurance Advisor/Broker Mark S. Landis

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