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Company:
Smith Breeden Associates, Inc.
Plan:
Smith Breeden Associates, Inc. Profit Sharing & 401k Plan
 

Smith Breeden Associates, Inc.

81 Plan: Smith Breeden Associates, Inc. Profit Sharing & 401k Plan

 
 
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89
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For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (81) and the top rated plan (89) could equate to:
[How is this calculated?]
7 additional years of work
Up to $67,800 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

Smith Breeden Associates, Inc. Profit Sharing & 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 81. This plan is in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. Smith Breeden Associates, Inc. Profit Sharing & 401k Plan currently has fewer than 100 active participants and over $19.7M in plan assets.

 

 Retirement Plan Details

Address 280 South Mangum Street Ste 301
Durham, NC 27701 
Industry Finance and Insurance
Administrator Jennifer Miller
Net Plan Assets $19,700,000
Total Participants 95
Avg Account Balance $220,000

 Top 3 Funds in this 401k

1. Schwab Personal Choice Retirement Account 98%
2. Schwab Money Market 1%
3. Participant Loans 0%

  Plan Service Provider

Auditor Cherry, Bekaert & Holland, LLP

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