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Company:
U.S. Epperson Underwriting Company
Plan:
U.S. Epperson Underwriting Company 401k Plan
 

U.S. Epperson Underwriting Company

70 Plan: U.S. Epperson Underwriting Company 401k Plan

 
 
70
40
73
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (70) and the top rated plan (87) could equate to:
[How is this calculated?]
10 additional years of work
Up to $91,200 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

U.S. Epperson Underwriting Company 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 15% of plans for Account Balances. U.S. Epperson Underwriting Company 401k Plan currently has over 300 active participants and over $30.2M in plan assets.

 

 Retirement Plan Details

Address 1905 N.W. Corporate Blvd
Boca Raton, FL 33431 
Industry Finance and Insurance
Administrator Mike North
Net Plan Assets $30,200,000
Total Participants 330
Avg Account Balance $91,000

 Top 3 Funds in this 401k

1. SunTrust Retirement Stable Asset 15%
2. T. Rowe Price Growth Stock 8%
3. T. Rowe Price Retirement 2010 5%

  Plan Service Providers

Corporate Trustee SunTrust Bank
Consultant CAPTRUST Financial Advisors
Auditor Cocuy, Burns & Co., P.A.

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