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Company:
SumTotal Systems, Inc.
Plan:
SumTotal Systems, Inc. 401k Plan
 

SumTotal Systems, Inc.

77 Plan: SumTotal Systems, Inc. 401k Plan

 
 
77
17
72
88
0
10
20
30
40
50
60
70
80
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100
For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (77) and the top rated plan (88) could equate to:
[How is this calculated?]
7 additional years of work
Up to $19,600 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

SumTotal Systems, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 77. This plan is in the top 15% of plans for Salary Deferral. SumTotal Systems, Inc. 401k Plan currently has over 600 active participants and over $19.0M in plan assets.

 

 Retirement Plan Details

Address 110 110th Avenue Northeast Suite 700
Bellevue, WA 98004 
Industry Computer Systems Design Services
Administrator Pamela Drew
Sponsor Neil Laird
Net Plan Assets $19,000,000
Total Participants 680
Avg Account Balance $28,000

 Top 3 Funds in this 401k

1. Fidelity Managed Income Portfolio 11%
2. Fidelity Diversified International 10%
3. Fidelity Spartan US Bond Index 7%

  Plan Service Providers

Auditor Moss Adams
Corporate Trustee Fidelity
Recordkeeper Fidelity

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