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Company:
CBE Holdings, LLC
Plan:
CBE Profit Sharing and 401k Plan
 

CBE Holdings, LLC

68 Plan: CBE Profit Sharing and 401k Plan

 
 
68
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83
0
10
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For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (68) and the top rated plan (83) could equate to:
[How is this calculated?]
8 additional years of work
Up to $125,100 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

CBE Profit Sharing and 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 68. This plan is in the top 15% of plans for Investment Menu Quality. CBE Profit Sharing and 401k Plan currently has over 200 active participants and over $6.7M in plan assets.

 

 Retirement Plan Details

Address 10 City Sq
Charlestown, MA 02129-3740 
Industry Other Computer Related Services
Administrator Andrew S. Lally
Net Plan Assets $6,680,000
Total Participants 250
Avg Account Balance $27,000

 Top 3 Funds in this 401k

1. American Funds Growth Fund of America 28%
2. Goldman Sachs Growth Opportunities 12%
3. American Funds Washington Mutual 12%

  Plan Service Providers

Auditor Clarke, Snow & Riley,LLP
Insurance Advisor/Broker Charissma Brokerage Ins. Co.
Insurance Carrier Nationwide
Insurance Advisor/Broker Capital Analysts, Inc

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