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Company:
Young House Family Services, Inc.
Plan:
Young House Family Services Employee 401k Savings Plan
 

Young House Family Services, Inc.

50 Plan: Young House Family Services Employee 401k Savings Plan

 
 
50
22
55
91
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 41 point difference between this plan's BrightScope Rating (50) and the top rated plan (91) could equate to:
[How is this calculated?]
21 additional years of work
Up to $245,800 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

Young House Family Services Employee 401k Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 50. This plan is in the top 35% of plans for Investment Menu Quality. Young House Family Services Employee 401k Savings Plan currently has over 100 active participants and over $1.7M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
22
Plan Average: 24
Largest Funds in this 401k: based on % allocation of assets
1. Dodge & Cox Stock 19%
2. Fidelity Advisor New Insights 12%
3. PIMCO Total Return 10%

 Retirement Plan Details

Address 724 N 3rd St
Burlington, IA 52601-5001 
Industry Health Care and Social Assistance
Administrator John M. Escorcia
Net Plan Assets $1,660,000
Total Participants 160
Avg Account Balance $14,000

  Plan Service Providers

Corporate Trustee Two Rivers Bank & Trust
Auditor CPA Associates, Pc

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